At Palisade, clients partner with a personal Senior Advisor responsible for reviewing their entire financial landscape and developing appropriate wealth and investment management strategies to fit their distinct needs and unique circumstances.
Our Private Wealth team delivers holistic wealth management for high net worth individuals, families, and organizations. We strive to provide continuous value to our clients as their life circumstances inevitably change and evolve by understanding their overall financial landscape and individual financial needs, expectations, and goals. We then design a personal financial plan, investment strategy, and investment portfolio to fit those unique circumstances. We work to preserve and enhance wealth in a manner that helps our clients feel secure today ... and secure about the future.