Palmetto Wealth Management

Palmetto Wealth Management is a registered investment advisory firm that prides itself on service to the client and passionate advocacy for your interests. We focus on the big picture and tailor our solutions to the client's individual financial situation using industry standard planning techniques and modern portfolio theory - and perhaps most-importantly, the personality and emotional tolerance for risk and reward in each individual case. The best strategy in the world that you can't emotionally maintain when the going gets tough will not help you reach your goals over the span of your lifetime. We are passionate advocates for our clients, which was the primary driver leading to Palmetto Wealth Management's formation back in 2009. We employ our 20+ years of experience advising clients (16 of those years at major Wall Street firms) in order to customize the investment solutions inline with each individual's plan, and more importantly, his or her personality. We make our best effort to craft precisely what you need, utilizing our full range of professional tools while custody of your funds is handled currently via Charles Schwab Institutional. Advisory Services We offer fee-based asset management, estate planning and modeling in conjunction with your legal advisors, and hourly financial consulting to qualified clients who agree to significant, in-depth profiling and planning discussions at the beginning of our relationship. We need to make sure that our philosophies align in order to provide the proper opportunity for future success. This is a trust relationship - not a sales call - and needs to be treated as such. Your obligation is to honestly describe to us your assets, income goals and objectives. In other words, your core beliefs and needs, and what it all means to you in your own words—not generating answers led by generic questions on an impersonal profiling form. Our obligation is to use that information - keeping it in the strictest confidence - to best tailor a custom plan that will provide the expected results for you and your family - both up to and throughout retirement. If you are interested in our services, a proper disclosure of our Form ADV Part 2A & 2B will provided, which fully outlines the terms of service as well as our fees, as is required by the current securities laws. Palmetto Wealth Management is a fiduciary under the Securities Act of 1940 - a higher standard of care than a general "broker" - and therefore are bound to always do what is in your "best interests," not merely offering investments that are "appropriate" - and we would be happy to explain the difference to you prior to any formal engagement.

Address: 5195 Hampsted Village Center Way, #224 New Albany, OH 43054 USA

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