What We Do


transitive verb

1. to make as effective, perfect, or useful as possible.

2. to make the best of.

We help our clients optimize their wealth so they can focus on the people and things that matter most to them. We strive to help our clients feel a greater sense of security, freedom, and peace of mind by addressing all aspects of their financial lives through a highly-consultative wealth management process.

Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, building a legacy, are extremely important issues for most Americans. But many feel ill-equipped to deal with them in a coordinated, knowledgeable way. And without an integrated financial plan and a trusted advisor, your investments and other resources are most likely not aligned with your vision for the future.To us, wealth management is not about maximizing wealth; it is about optimizing wealth. As a client of Palmetto Coast, we will work with you to

  • Design a plan to address all aspects of your financial life
  • Build a portfolio to give you the greatest probability of success
  • Protect your plan from key risks that could potentially derail your plan

Your strategic DESIGN-BUILD-PROTECT plan will create the context for your long-term strategy and the structure for every financial decision you make. And we’ll be there every step of the way to guide you.

Your future is our business.