Accesspoint

Palm Capital Management is a financial planning, retirement, and wealth management firm based in Calabasas, California that specializes in the management 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.