Services

Private Wealth Management provides primarily fee-based* asset management and comprehensive financial planning with in-depth strategies for investing and transferring wealth. Our in-depth expertise in many different areas of finance allows us to provide comprehensive asset management and financial planning services for often complex situations.

Our experienced team manages the assets of families and professionals that have accumulated significant net worth, specializing in providing capital preservation strategies through the use of fixed income and alternative investments. Among our many comprehensive financial planning services are tax and estate planning, insurance protection and preservation of capital, education planning, retirement income distribution and charitable giving/legacy planning.



*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

What We Do


In The News

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How to Gift Like a Billionaire

January/February 2016- Private Wealth Management Financial Advisor Lauren Wright

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Your Money or Your Life

September/October 2015- Private Wealth Management President Patrick Buchanan

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The Joy and Pain of Bubbles

May/June 2015- Private Wealth Management President Patrick Buchanan

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Alchemy 101

March/April 2015- Private Wealth Management President Patrick Buchanan

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The Complexities of Becoming Simple

July 2014- Private Wealth Management President Patrick Buchanan

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Making the Marks

May/June 2014- Private Wealth Management President Patrick Buchanan

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The Habit Loop

March/April 2014- Private Wealth Management President Patrick Buchanan

Private Wealth Management included in Orlando Business Journal's list of top 25 philathropic companies

November 2013

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When the Music Stops

Mar/Apr 2013- Private Wealth Management President Patrick Buchanan

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Lake Mary Life: Weather Investing

Jan/Feb 2013- Private Wealth Management President Patrick Buchanan’s,

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Lake Mary Life: Watching the Sunset

Nov/Dec 2012- Private Wealth Management President Patrick Buchanan’s,

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