A Client-centric Approach to Building Long-term Partnerships

We believe the key to any successful wealth management relationship is transparency and communication. Our goal is to be your trusted advisor, helping you simplify the complexities of your financial life.

Frequent Communication

We build long-lasting relationships through trust, transparency, and sharing of information. We know that informed clients result in more enduring partnerships, and regularly provide our insights and perspectives. Our communications include special updates, regular commentary, and curated events designed to engage you and your family. And you can always access us to discuss our thinking or any questions you may have.

High-touch Client Service

Every client is supported by our collaborative team, working together to ensure we are available to you and provide the service you deserve. Your portfolio manager and dedicated client service professional are directly accessible and empowered to assist you. We welcome the opportunity to engage with you and proactively coordinate with all of your accounting, tax, legal, and insurance professionals.

Your Interests Always Come First

Palisade is a fiduciary, and we always act in your best interest. Our sole mission is to propose and implement wealth management recommendations that we believe will best serve you, now and in the future.

Supported by the Full Resources of Palisade

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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 info@palcap.com, 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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