At Palm Beach, we stand by our promises and provide our clients with every type of service they might need to build wealth and achieve their dream retirement. The latest, state of the art equipment and professional resources are used to evaluate your plans and dreams. Read more below about some of the services we offer and call us today to schedule an initial consultation!

Retirement Planning

Retirement Planning

We help individuals make the most of their financial opportunities. Every single person's financial circumstances are unique in many ways, so each planning assignment is grounded in individual goals. Your planning is a road map for success. We help you plant the signs leading to your dreams so you can relax under the palms on the beach of your choice!

Asset Protection

Asset Protection

The right structure of an entity can be absolutely essential to protecting your assets for the future. We help you select and implement the best structure, whether it be a revocable trust, irrevocable trust, retirement plan, family partnership, limited liability company, fringe benefit program, private annuity, charitable organization, or any select grouping or combination that may help you to control risks and/or reduce costs. The benefits and costs of your entity selections are fully explored by our experienced staff and capable associates.

Capital Management

Capital Management

You many need to:

  • 1) Increase earnings from investments
  • Decrease your taxes on retirement accounts
  • Increase your after-tax savings
  • Capitalize on financial opportunities
    • or all of the above to reach your goals.

      Our experience tells us that you may need to better manage the risks of investments to achieve your goals. With this in mind, we have many successful experiences we would be thrilled to share with you.

Stocks, Bonds & Mutual Funds

Stocks, Bonds & Mutual Funds

Portfolio construction begins with an in-depth study of your circumstances:

  • Risk tolerance
  • Maturity matching
  • Expectations
  • Tax structure
    • A capital allocation plan and investment policy statement can be developed from this information to serve your needs. Only then will a legal entity structure be designed to implement your plans. After a cost evaluation, accounts can then be opened at the discount clearing firm.

      All trades are cleared through the most cost efficient source for the client's benefit. No soft dollars, fee sharing or other waste of the client's hard earned money is ever tolerated. No hidden costs or commissions are accepted. Our services are fee only and all trading costs are disclosed. Our firm is a Registered Investment Advisor, supervised by the Securities & Exchange Commission. Registration disclosures should be reviewed before opening an account. Your business is always confidential.