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.
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.
