Palmetto Wealth Management
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About PWM

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 30+ 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.

Please contact us for more information and let us know how we may begin our relationship with you.



Office Address:

8000 Walton Parkway, Ste 232
New Albany, OH 43054
No opinions expressed on this site should be considered either a recommendation for a particular security / investment strategy or a solicitation for our services. This site is for information purposes only. You are welcome to contact us to discuss your specific needs.