Common questions we hear.

Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Palmetto Financial Advisors, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.

We are proudly partnered with &Partners, a wealth management firm with industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.

We prioritize listening and truly understanding our clients’ preferences. People with similar financial situations can have vastly different feelings about risk and desired outcomes, and we customize portfolios accordingly.

While we work with clients across various asset levels, our services are typically most beneficial for individuals with over $1 million in investable assets. We’re happy to discuss your specific situation to determine if we’re the right fit. We’ll provide our recommendations for the best path forward, whether that involves us or not.

We develop strategies to generate reliable income while preserving wealth, helping you understand how different methods might affect your long-term financial security. Our goal is to create income streams that support your desired lifestyle with an appropriate level of certainty.

We construct portfolios designed to be maintained for the long term without clients feeling compelled to abandon their strategy during market fluctuations. We use a wide variety of investment vehicles to create balanced portfolios aligned with each client’s risk tolerance.