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Palm Shores Wealth

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area West Palm Beach
CRD Number
Website palmshoreswealth.com
Client types

Overview

Palm Shores Wealth is a boutique wealth management practice serving accomplished professionals, business owners, corporate executives, and multigenerational families. The team delivers goals-based planning across investment management, retirement income design, estate and tax planning, cash-flow planning, and risk management. Palm Shores partners with &Partners, LLC, a dual-registered broker-dealer and investment adviser, and uses Fidelity’s National Financial Services (NFS) as primary custodian. Their client experience emphasizes clear communication, periodic reviews, and a personalized process designed to adapt as clients’ lives evolve. The practice works with clients nationwide, with many ties to Florida and New York.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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