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Address:

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)

Phone:

Fax/Other:

850-692-8009

Our Firm

Private Wealth Management and Consulting 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. 

We offer a wide range of financial products and comprehensive services to individuals and business owners. We are dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

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