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INVESTMENT SERVICES

Florida State University Credit Union launches new partnership with PRIVATE WEALTH MANGEMENT AND CONSULTING to help members manage investment needs.


Specializing In

  • RETIREMENT PLANNING
  • TAX MANAGEMENT **
  • ESTATE PLANNING
  • RISK MANAGEMENT
  • EDUCATIONAL FUNDING
  • INVESTMENT PLANNING
  • EMPLOYEE AND EXECUTIVE BENEFITS

Make a free, no-obligation appointment today.


Services Offered

RETIREMENT PLANNING Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

TAX MANAGEMENT Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

RISK MANAGEMENTReviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation.

EDUCATION FUNDING Recommending investment and accumulation strategies to help you pay for your children's education.

EMPLOYEE AND EXECUTIVE BENEFITS Helping your business attract and retain qualified employees through benefit packages.

INVESTMENTS Determining your asset allocation needs. (Asset allocation does not protect against loss of principal). Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Florida State University Credit Union launches new partnership with PRIVATE WEALTH MANGEMENT AND CONSULTING to help members manage investment needs.

About Our New Partners

Private Wealth Management and Consulting, is an Independent Financial Firm whose professionals are committed to helping members of FSU Credit Union pursue their financial goals.  They offer a wide range of financial products and comprehensive services to individuals and business owners. They are dedicated to helping clients build wealth and preserve their hard-earned assets.  Their firm is completely independent, so their loyalty belongs exclusively to their clients -- not to a parent company. Their independence enables them to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products they leverage to create customized client portfolios. They recommend only those products and services that can be tailored to suit their clients' unique needs.


Ready to Learn More? Appointments in the comfort of the FSU Credit Union location of your choice. Make your free appointment today by calling the credit union at (850) 224-4960 or Private Wealth Management & Consulting at (850) 692-2500. You can also email Edward A. Knowles, AIF® at Eknowles@pwmcllc.com or visit their website at www.pwmcllc.com.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Florida State University Credit Union or Private Wealth Management & Consulting. Kestra Advisory Services, LLC does not provide legal or tax advice. Products offered through Private Wealth Management and Consulting, LLC are not NCUA or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Florida State University Credit Union has contracted with Private Wealth Management to make non-deposit investment products and services available to credit union members. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by FSU Credit Union.

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