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Palmetto Investment Consultants, LLC

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About Us

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Palmetto Investment Consultants, LLC:

Palmetto Investment Consultants - Conference Room

Our Conference Room

Valuable Experience

Because the majority of our clients are retirees with similar concerns, we are in an ideal position to help pursue their needs. When you choose Palmetto Investment Consultants, LLC, you benefit from obtaining advice from a team of highly knowledgeable professionals who have experience managing money through some of the most difficult times in history. As a team, we have over 49 years of combined asset management experience!

 

Independence and Objectivity

As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.

Palmetto Investment Consultants - Our Lobby

Our Front Lobby

Diverse Offerings

Our combination of licenses, registrations, and special education has provided us with the knowledge to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. In addition to investments and retirement income planning, our process takes an overall approach that incorporates risk management (insurance) and estate planning through coordination with appropriate legal & tax professionals. We offer our clients a variety of valuable services including:

 

  • Coordinated Financial Planning with your tax & legal professionals
  • Retirement Income Planning
  • 401k advice
  • Family Wealth & Estate Planning
  • Charitable gifting & legacy planning
  • Tax Minimization Strategies
  • Risk Management and Asset Protection
  • Enhanced Portfolio Reporting
  • Frequent Client Communication, Education, and updates