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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At Private Wealth Management, we craft wealth strategies tailored to your goals, family, and lifestyle.Let's design a pl...
07/17/2026

At Private Wealth Management, we craft wealth strategies tailored to your goals, family, and lifestyle.

Let's design a plan as individual as you are!

Wealth management isn't just about numbers; it's about enabling the life you want 🌿From travel to real estate to philant...
07/17/2026

Wealth management isn't just about numbers; it's about enabling the life you want 🌿

From travel to real estate to philanthropy, our consulting aligns your finances with your lifestyle priorities.

Discover how Private Wealth Management can help you live your vision. 👀

🇺🇸 Happy Fourth of JulyToday, we celebrate the freedoms, opportunities, and values that make our country strong. ...
07/04/2026

🇺🇸 Happy Fourth of July

Today, we celebrate the freedoms, opportunities, and values that make our country strong.

📈 Even small market shifts can feel overwhelming.Our private wealth consulting provides clarity and guidance so you can ...
06/30/2026

📈 Even small market shifts can feel overwhelming.

Our private wealth consulting provides clarity and guidance so you can stay focused on your goals, no reactionary moves necessary.

🧭 Let's navigate the markets together with a plan built just for you!

We've been a little quiet lately, and for good reason. Behind the scenes, we've been working on an exciting new chapter ...
06/26/2026

We've been a little quiet lately, and for good reason. Behind the scenes, we've been working on an exciting new chapter for our firm.

Private Wealth Management & Consulting has merged with U-Vest® Financial, creating new opportunities to better serve our clients while maintaining the relationships and personalized service that have always been at the heart of what we do.

Most things aren't changing:
✔️ Our team is still here
✔️ Our commitment to our clients remains the same
✔️ The trusted relationships we've built continue moving forward

If you have questions about the transition, we've put together a FAQ page to help: www.pwmcllc.com/faqs. We're also happy to talk through anything, so feel free to give us a call.

Thank you for being part of this journey. The best is yet to come!

🚨 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.

🚩 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!

Address

1680 Metropolitan Cir
Tallahassee, FL
32308

Opening Hours

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

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