Private Wealth Management & Consulting
Financial ServicesFlorida, United States11-50 Employees
Our firm takes your whole financial picture into consideration, because we are relationship-oriented, not product-oriented. Our role is to help make sure that each step of the journey is integrated with the ones that came before, to help you pursue your goals. To design strategies that are aligned with your stated objectives, we: • Look at your current financial situation & define future objectives • Plan for wealth accumulation & retirement distribution • Help you implement the right planning documents • Help you understand the tax issues • Negotiate insurance that is appropriate for you In a constantly changing financial environment, we monitor your strategy to help make sure it remains on track to meet your goals by continually assessing your needs and expectations. DISCLAIMER: Securities offered through Securities America Inc., member FINRA(www.FINRA.org)/SIPC(www.SIPC.org). Advisory services offered through Securities America Advisors, Inc. Florida State University Credit Union, Private Wealth Management & Consulting and Securities America are separate entities. Not NCUA insured – No Credit Union Guarantees – May Lose Value – Not a Deposit – Not Insured by any Government Agency The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. For additional information, please contact Securities America at 800.747.6111
1-888-653-2347 
support@leadiq.com 
