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Wealth Management
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Investment Services
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Retirement Planning
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Insurance
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Executive Benefits

TALLAHASSEE OFFICE
1616 Metropolitan Circle, Suite C
Tallahassee, FL 32308
850-692-2500


EASTPOINT OFFICE
171 Highway 98 West, Suite K
Eastpoint, FL 32328
850-670-1253

DESTIN OFFICE:
(By Appointment Only)

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Wealth Management - Investment Services - Retirement Planning - Insurance - Executive Benefits

Private Wealth Management and Consulting, LLC is an independent financial firm who's professionals are committed to helping people pursue their financial goals. We believe in a holistic approach to Wealth Management and planning.  A holistic plan encompasses all family affairs from investments, risk, insurance, taxes, estates, retirement, cash and credit management, trusts and wills. 

After providing many years of wealth management, private client banking, investment and tax services we have learned the value of the client relationship, and therefore are committed to maintaining the highest standards of integrity and professionalism in growing our relationship with you. Whether a current client or someone interested in our services, we endeavor to know and understand your full financial situation, and provide you with only the highest quality information, services, and products to help you reach your goals.

If you feel we can be of service, please contact us for a fee intial consultation or investment review. If you know of someone who could benefit from our services, we would greatly appreciate an "introduction". To send them information about us, please click below and provide their email address. They will receive a short email from you about our website.

http://www.emeraldsecure.com/tellafriend.cfm?SSLID=63378

 

We are pleased to announce our new partnership with the 

We look forward to working with FSU Credit Union members, to help manage 
financial planning and investment needs.
 

 

 

 

Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Securities America.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck