The power of informed investing

Your time is valuable. We help simplify your life so you can focus on what is most important to you, whether it is your family, long-term objectives, philanthropy or other personal goals. At Palisade Private Wealth, you always know what you own — and why, giving you confidence and peace of mind that you are financially on track.

Centered Around Your Goals

Your well crafted wealth plan should coordinate your short- and long-term goals, evolve as your life and needs change, and align with your investment strategy and portfolio. We listen closely to you, learning about your goals while helping you challenge your assumptions. We work with you to create a customized investment strategy that addresses everything you wish to accomplish.


Constructing Your Portfolio

Your investments should have purpose, with full transparency into what you own. We construct your portfolio based on your unique situation, accessing our institutional asset management expertise, as well as employing carefully selected “like-minded” managers in asset classes we believe will help enhance returns and manage risk.


Staying on Track

You should always know where you stand. We monitor your portfolio to keep your investments aligned with your plan as well as changes in the economic and market environment. Your wealth advisor and client service team are always there to answer your questions and share our thinking and perspectives, so you always know what you own — and why.

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© All Content Copyright 2024 Palisade Capital Management, LP

This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. This website is provided for informational purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith, and any related legal, tax, accounting, or other material considerations. To the extent the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective clients are encouraged to contact us by phone at (201) 585-7733, by email at, or consult with the professional advisor of their choosing.

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP (“Palisade”) is engaged, or continues to be engaged, to provide investment advisory services. The 2023 CNBC FA 100 ranking was conferred on September 12, 2023. Data provider AccuPoint Solutions applied CNBC’s proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. The data Palisade provided to CNBC was as of May 31, 2023. Click here for a full discussion of CNBC’s methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.

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