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Private Wealth Management & Consulting, LLC

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Private Wealth Management & Consulting, LLC

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10/28/2026

Market headlines can feel loud, especially during periods of volatility, but a good financial plan is built to weather those swings, not react to every one of them. 📈📉

If recent news has you second-guessing your strategy, that's exactly the kind of conversation we're here to have. Let's talk through what makes sense for your specific goals. Don't hesitate to reach out to us!

10/22/2026

With mortgage rates still elevated, some buyers are taking a closer look at adjustable-rate mortgages as a way to lower their initial borrowing costs. 🏡

The average rate for a 30-year fixed mortgage rose to 6.79%, while the average rate for a 5/1 ARM fell to 5.94%. That gap helped push ARMs to 8% of mortgage applications in late August, their highest share in five weeks.

A lower starting rate can be appealing, but it’s only part of the picture. Because an ARM can adjust later, buyers should consider how a higher future payment could fit into their overall financial plan.

At PWMC, we believe major financial decisions should be looked at in context, not in isolation. Let's talk!

MortgageRates

Source: https://www.cnbc.com/2026/09/02/demand-for-riskier-mortgages-rises-along-with-interest-rates.html

10/20/2026

Estate planning isn't just for the wealthy or the retired... It's for anyone who wants their wishes honored and their loved ones protected, no matter what life brings.

This month, ask yourself: "Do I have a plan in place?"

If not, or if it hasn't been reviewed in a while, let's talk about what that could look like for you. 📞

10/16/2026

At Private Wealth Management Consultants, strong leadership starts with setting the tone, supporting the team, and being there when it matters most.

Eddie leads with that mindset every day, and we’re grateful for him. 💛

10/12/2026

Saving isn't about deprivation; it's about giving your future self options.

National Savings Day is a simple reminder to check in: Do your habits align with your goals? 📈

Whether it's automating a monthly transfer or revisiting your emergency fund, small, consistent steps add up to more than most people expect.

10/08/2026

Now is a great time to schedule a meeting to go over whether your current plan reflects where you are now.

Careers change, families grow, priorities shift, and a financial plan should shift with them. 📝

If it's been a while since you've reviewed yours, this is a great time to start that conversation. Contact us today!

10/06/2026

We're excited to welcome Brandon and Samantha to the PWMC team as our newest interns!

Both bring fresh energy and a genuine interest in helping people navigate their financial futures, and we can't wait for you to meet them. 🌿

Check out our website to learn more about them. Welcome aboard, Brandon and Samantha!

10/02/2026

Does Your Portfolio Still Match Your Risk Tolerance? ⚠️

Risk tolerance isn't fixed. It shifts with age, income, and life circumstances.

A portfolio built for who you were a decade ago may not be the right fit for who you are now. 💰

09/28/2026

September is Life Insurance Awareness Month 📅

Life insurance isn't just a policy; it's a plan for the people who depend on you.

Growing family? New mortgage? Career change? All good reasons to take a fresh look. 👀

09/25/2026

What is a 529 Plan, Really? 📈

A 529 plan lets your education savings grow tax-free, as long as the money goes toward qualified expenses like tuition, books, and even certain K-12 costs.

It's one of the most flexible tools for college savings. 🧑🏼‍🎓

Not sure if you have the right plan in place? Let's take a look together.

Address

1680 Metropolitan Cir
Tallahassee, FL
32308

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.pwmcllc.com/

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