Palm Capital Management

  • Financial Services
2945 Townsgate Rd. # 200
Westlake Village, CA 91361
(805) 727-2000
Hours:
Monday - Friday 8am - 5pm.
  • About

    Palm Capital Management is a financial planning, retirement, and wealth management firm that specializes in the advisory of investment accounts for individuals, families, and small businesses. Our firm services Clients across America, primarily those who reside in the Los Angeles area. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times. Fees are based on a percentage of total portfolio value, and no commissions are taken from trades placed in our Clients’ accounts. Our primary goal is for our Clients to achieve financial success using our strategic long-term guidance. We keep our firm’s investable assets under management alongside our Clients’ assets, ensuring complete alignment of interest throughout the relationship. Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.