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:

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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, 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!

The "PIC" Difference

While some companies recommend investment products that are proprietary to a parent or subsidiary business entity, we have no such ties. Our approach allows us to deliver customized recommendations that fit our clients and their interests rather than any specific company.

Client Centered

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
  • 401(k) advice
  • Family Wealth & Estate Planning Strategies
  • Charitable Gifting & Legacy Planning
  • Tax-Efficient Strategies
  • Risk Management and Asset Preservation
  • Enhanced Portfolio Reporting
  • Frequent Client Communication, Education, and Updates