Private Wealth Management & Consulting, LLC

Private Wealth Management & Consulting, LLC The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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🚨 Remote Access Scam Alert 🚨In remote access scams, scammers pose as tech support via pop-ups, calls, or emails to gain ...
04/24/2026

🚨 Remote Access Scam Alert 🚨

In remote access scams, scammers pose as tech support via pop-ups, calls, or emails to gain control of your computer, leading to drained accounts or identity theft.

🚩 Red flag: Popups or calls from “tech support” asking you to click links, download software, or share passwords.

Protect Yourself: Never share passwords or multi-factor authentication codes, and never download software from anyone claiming to be tech support.

Earth Day reminds us that growth takes care and attention. Your financial culture is no different. Plant the seeds now t...
04/22/2026

Earth Day reminds us that growth takes care and attention. Your financial culture is no different. Plant the seeds now through thoughtful planning and smart investing, and watch your wealth flourish.

Let's grow your wealth for a more sustainable future!

🚨 Account Takeover Scam Alert 🚨Hackers can steal login credentials to access your bank or brokerage accounts, make unaut...
04/17/2026

🚨 Account Takeover Scam Alert 🚨

Hackers can steal login credentials to access your bank or brokerage accounts, make unauthorized transactions, or lock you out.

đźš© Red flag: Unexpected login alerts, password change notifications, or missing funds.

Protect Yourself: If a message asks you to click a link from your bank, don’t. Verify via the official website, your card’s number, or one of our financial advisors.

Tax Day is Here! As this year’s filings wrap up, it’s a good time to review your financial strategy, revisit your goals,...
04/15/2026

Tax Day is Here!

As this year’s filings wrap up, it’s a good time to review your financial strategy, revisit your goals, and start planning for the year ahead.

Private Wealth Management & Consulting is here to guide you every step of the way!

Spring into Your Financial Future! 🌸April is the perfect time to review your goals and refresh your financial plan. At P...
04/09/2026

Spring into Your Financial Future! 🌸

April is the perfect time to review your goals and refresh your financial plan. At PWMC, we help you identify opportunities, manage risks, and grow your wealth.

Let's spring forward confidently into the future together!

🚨 Precious Metal Scam Alert 🚨Scammers may pose as officials or brokers, pressuring you to buy fake gold or silver to “pr...
04/07/2026

🚨 Precious Metal Scam Alert 🚨

Scammers may pose as officials or brokers, pressuring you to buy fake gold or silver to “protect” your money.

🚩 Red flag: Fraudsters posing as government agents or brokers may try to sell fake gold or silver as a way to “keep your money safe.”

Protect Yourself: Talk to our financial advisors or a lawyer before moving your funds into precious metals.

Wishing you a season of renewal, growth, and time well spent with the people who matter most.
04/05/2026

Wishing you a season of renewal, growth, and time well spent with the people who matter most.

Got a Tax Refund Coming Your Way?💸 Saving money is a lot like eating healthy; you know it’s good for you, but it’s tempt...
04/03/2026

Got a Tax Refund Coming Your Way?đź’¸

Saving money is a lot like eating healthy; you know it’s good for you, but it’s tempting to splurge on something more fun.

While it’s okay to treat yourself, your tax refund is also a powerful opportunity to strengthen your financial future.

Before you spend it, consider putting your refund to work:
✔️ Boost your emergency fund
✔️ Pay down high-interest debt
✔️ Contribute to your retirement account
✔️ Purchase life insurance
✔️ Support a meaningful charity

Want to make the most of your refund? We’re here to help you build a plan that works for you. 💼

Today’s investors can align their portfolios with what matters most through:✨ ESG Investing – Companies focused on envir...
03/31/2026

Today’s investors can align their portfolios with what matters most through:

✨ ESG Investing – Companies focused on environmental, social & governance standards
✨ SRI – Screening investments based on ethical guidelines
✨ Impact Investing – Targeting measurable social or environmental change

Your portfolio should reflect who you are and where you’re headed. Let’s build a strategy that does both. 💼🌱

💰 Lottery or Sweepstakes Winner 💰Scammers often impersonate well-known companies claiming you’ve won a sweepstakes, but ...
03/29/2026

đź’° Lottery or Sweepstakes Winner đź’°

Scammers often impersonate well-known companies claiming you’ve won a sweepstakes, but legitimate prizes never require you to pay fees to claim them.

đźš© Red flag: You're told you won a cash prize but must pay upfront or give personal information before claiming.

Protect Yourself: Contact the official organization directly. Do not use numbers from the message you received from the potential scammer.

Use this time to double-check your documents, review deductions, and make any final contributions. A little planning now...
03/26/2026

Use this time to double-check your documents, review deductions, and make any final contributions. A little planning now can make tax season much less stressful!

Need guidance? Our advisors are here to help you make the most of your tax strategy. đź’Ľ

Address

1680 Metropolitan Cir
Tallahassee, FL
32308

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

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