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Private Wealth Management

Financial Advice Built Around People, Not Portfolios.

Your wealth touches every part of your life.

Retirement. Family. Business. Legacy. Life transitions. Before discussing possible strategies, we take time to understand your goals, priorities, concerns, and circumstances. We then work alongside you as you consider the financial decisions connected to your life.

Schedule a Discovery Conversation

Many clients first contact us when something important is changing.

Life Changes. Your Financial Strategy Should Be Ready to Change With It.

Many individuals and families who contact our team are looking for meaningful communication and a more personal experience than they have received elsewhere. We begin by understanding what has changed and what matters now, then work alongside clients as they consider decisions surrounding retirement, family, business, legacy, and major life transitions.

Retirement and New Chapters

Preparing for retirement, creating sustainable income, or reconsidering what the next stage of life should look like.

Family and Legacy

Navigating an inheritance, the loss of a family member, education funding, charitable intentions, or wealth across generations.

Business and Major Decisions

Selling or transitioning a business, evaluating a current strategy, or seeking another perspective before making an important decision.

Meaningful advice begins with understanding the person, priorities, relationships, and circumstances behind the financial picture.

What Makes Our Approach Different

We Understand Before We Recommend

The first conversation focuses on your goals, concerns, lifestyle, priorities, and circumstances. We believe understanding should come before recommendations.

Meaningful Communication

Clients often tell us they want thoughtful guidance, consistent communication, and a relationship in which they feel heard, informed, and important.

Advice Beyond Investments

Many decisions affecting financial outcomes are not strictly investment decisions. We help clients consider retirement transitions, family changes, inheritances, business transitions, legacy considerations, and charitable intentions in context.

A Team-Based Experience

Clients can build working relationships with multiple members of the team, supporting continuity and coordinated follow-through.

Clients benefit from more than one perspective and more than one working relationship.

A Team Built Around Communication, Collaboration, and Care

Each member of our team contributes to a collaborative experience centered on listening, communication, and follow-through. We work with clients, not just for them, so important financial decisions can be discussed, understood, and considered together.

Debbie Latimer

Private Wealth Financial Advisor
Managing Director - Investments
Senior PIM Portfolio Manager

View Debbie Latimer's Bio

Dan Chiavaroli, CPWA

Senior Financial Advisor
Managing Director - Investments
Senior PIM Portfolio Manager

View Dan Chiavaroli 's Bio

Explore questions that may deserve attention before the next major decision

Perspectives for Life’s Financial Turning Points

Preparing for Retirement

Questions to consider as income, risk, lifestyle, health, and legacy priorities begin to change.

When to Seek a Second Opinion

Signals that it may be useful to review whether a current strategy still reflects your needs and expectations.

Planning for Family and Legacy

Conversation starters for beneficiary choices, family responsibilities, charitable intentions, and wealth across generations.

A thoughtful next step begins with understanding what brought you here.

Start With a Conversation

Whether you are preparing for retirement, seeking another perspective, navigating a life transition, or looking for a relationship with more meaningful communication, the conversation begins with understanding what matters to you.

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Our Office - Wells Fargo Advisors

480 N. Orlando Ave
Suite 220
Winter Park, FL 32789
Local Phone: (321) 441-8164
terry.coe@wellsfargo.com