I believe I was meant to be a financial advisor. From an early age I learned firsthand the powerful lessons of money managed well and managed poorly from people very close to me. The benefits of the former and the stress and worry of the latter. Those lessons are the passion that ignite my desire to see all my clients achieve their financial goals and dreams.
My mission is to be a trusted advisor to families and small business owners that value a partner to help them navigate the responsibility of their financial decision making so their dreams one day become a reality.
Jennifer and I work together to provide an ideal client experience for families with complex planning needs who value partnership with a professional team. We guide our clients through an ongoing discovery process so that we can understand what is most important to the families we work with. Our extended team is comprised of professionals that help clients navigate their tax, legal, business, and estate needs.
WHAT WE DO
Our focus is to build wealth strategies for our clients by guiding them through our established process to address their needs in the following areas:
1) Financial Strategies
2) Investment Management
3) Insurance Strategies
4) Tax & Estate Considerations
5) Business Owner Considerations
6) Charitable Giving
WHEN I'M NOT AT WORK
I love listening to and playing music; bass, drums and singing. I am also a big sports fan; hockey, soccer and football to name a few. Most importantly though I love to spend time with my beautiful wife and daughter, and our two friendly cats. I also love to travel and talk about travel goals. Recent trips to Berlin, Prague and Vienna have me itching for more. I also volunteer my time and am a board member of a national charity that raises awareness to protect children from exploitation online.
We look forward to connecting with you!
- Business Owner Considerations
- Education Savings Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Socially Conscious Investing
Phone NumberJason M Palm at (519) 473-7854
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