At Palmetto Private Wealth Advisors, we focus on financial planning specific to your unique needs and goals. We do so through our proprietary process called The True North FORMula.
Financial planning is not a static situation, but rather, it is fluid and dynamic. We recognize that as your life unfolds your needs will evolve and we maintain an ongoing process that not only allows us to react to Critical Financial and Life Events but assures that we can effectively prepare for them.
We know these events can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or pro-actively planning for your legacy. Our resources, experience, and skill sets address the many areas of your financial plan and organize them to achieve the highest likelihood of a successful outcome.
During our initial meeting we will discuss your financial and lifestyle goals, as well as what you expect from the financial planning process. I will share information about me, my practice and team, our proprietary process and our value-added services.
No decisions will be made at our first meeting. The purpose here is for each of us to determine whether or not there is a fit for us to work together and to discover if we are well suited for each other. From there, each of us can step back to think about and review the meeting and decide if we are to move forward together. Our experience has shown us that this is the foundation of a solid long-term relationship.
We look forward to meeting you!
Providing Clarity & Direction for Navigating Your Financial Landscape
Our process integrates wealth management with risk and debt management, income and tax planning and philanthropy.
Each plan is unique to the individual and follows our proprietary True North formula.