The palm tree bestows a sense of peace, strength, and flexibility to all of its surrounding landscapes. The mission at Palm Capital Management is simple: to provide our Clients financial peace-of-mind by creating a tailored plan with a solid foundation that can help withstand the unexpected. In doing so, we service our clients by providing objective advice without any hidden agendas.
Palm Capital Management is a financial planning, retirement planning, and wealth management firm based in Calabasas, California that specializes in the advisory of investment accounts for individuals, families, and small businesses. Our firm services Clients across America, primarily those who reside in the Los Angeles area. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times. Fees are based on a percentage of total portfolio value, and no commissions are taken from trades placed in our Clients’ accounts. Our primary goal is for our Clients to achieve financial success using our strategic long-term guidance. We keep our firm’s investable assets under management alongside our Clients’ assets, ensuring complete alignment of interest throughout the relationship. Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.