Our Team

We provide red-carpet service using the resources found in a large firm, while giving you the personal attention you’d expect from a small one.

Providing our clients with a first-class experience requires a strong team. We have carefully assembled a team of professionals who work in concert to ensure you are receiving our best advice. Our resources include local Tax Advisors to ensure you are paying the minimal amount of income taxes, local Estate Planning Attorneys to help you effectively transfer wealth to successive generations, local Insurance Specialists to help protect your family and assets in the event of your death, disability, or long-term care need, and global corporate alliances. 

A former teacher, Mike Kreft is the founder and president of Palmetto Coast Wealth Management. With almost a decade of experience in financial services, Mike is responsible for guiding clients through Palmetto's wealth management process of designing, building, and protecting their Financial LifePlan. He coordinates each client’s team of advisors and provides investment consulting and advanced planning to each client.

We work with Dimensional Fund Advisors (DFA) and Vanguard to gain U.S. and international stock and bond exposure for client portfolios. Both are leaders in developing investments that are well diversified, low-cost, and tax-efficient. Additionally, DFA and Vanguard both have strong track-records of performance.

Our clients expect their money to be accessible and safe from theft or fraud. We partner with Schwab as the safe-keeper (custodian) of our clients' accounts. Schwab offers investors a variety of advantages including local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access. 

For over two decades, Loring Ward has provided portfolio management services to a select group of financial advisors. Loring Ward supports Palmetto Coast with a top tier investment committee, access to Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) practitioners, client reporting, portfolio management, operational processing, securities trading, and educational and training support. 

Imagine how refreshing it can be to have an entire team working with you to help you optimize your time, energy, and resources.

We also have a Second Opinion Service (S.O.S.)