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ABOUT 2018-11-29T10:45:48+00:00

A Bit About Us

Our team approach allows each of our advisors to apply their skills and specialized knowledge for the benefit of the client, so we can address any set of financial circumstances, no matter how complex.

With more than 60 years of combined experience, the advisors at Private Wealth Management at Heathrow of  bring deep, specific expertise to managing the portfolios of families and professionals with a high net worth. We are actively involved in the Central Florida community and provide a high level of service and personal involvement with our client base.

Meet The Team

Private Wealth Management was founded in 2002 as an independent, comprehensive wealth management practice focused on providing capital preservation. The advisors at Private Wealth Management are dedicated to providing unbiased, fee-based advice and services, including asset management, financial planning, tax and estate planning, insurance protection and preservation of capital, education planning, retirement income distribution and charitable giving/legacy planning.

Patrick R. Buchanan
Patrick R. Buchanan
President, PWM
Financial Advisor, RJFS, CFP®, ChFC®, CLU®
Adam M. Goldstein
Adam M. Goldstein
Chief Operating Officer, PWM
Financial Advisor, RJFS
Lauren Wright
Lauren Wright
Financial Advisor, RJFS, CFP®
Carolyn Jones
Carolyn Jones
Director of Client Development, PWM

Many of our clients are current or former business owners; others are professionals with busy practices of their own. They’ve worked hard to achieve success. They are focused upon investing their assets to help achieve their goals, funding their children’s or grandchildren’s education, taking retirement income in a tax favored manner, and transferring their wealth efficiently to their heirs.

The team at Private Wealth Management provides expertise in tax efficient asset management, retirement income distribution and wealth transfer strategies. Our team approach allows each of our advisors to apply their skills and specialized knowledge for the benefit of the client, enabling us to address any set of financial circumstances, no matter how complex.

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Contact Us