Palermo Wealth Management

Palermo Wealth Management is fee-only registered investment advisory firm. We offer personalized financial planning and ongoing asset management. There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets. Why we work the way we do? Financial Freedom: Our mission is to help create and enhance your complete financial freedom. Many of the most successful people in the world have coaches. Athletes, CEOs and everyone in between needs help to fully achieve their goals. If you are serious about getting to your financial freedom then you will most likely need some coaching. This coach can’t have you buy high cost products, and you can’t expect someone else to pay your coach. They will be paying him/her for one reason only; to sell products that make the firm money. Anyone working for someone other than you has a misalignment of loyalty, a conflict of interest, and may be a hazard to you obtaining and keeping your financial freedom. We want more than anything for you to make good financial decisions on the road to becoming financially free. For that to happen we work in a fee-only environment and align our interest and loyalty to you. Personalized Financial Planning & Ongoing Investment Management What makes our wealth management firm different from Wall Street firms, banks, and insurance companies? Independence – We are not affiliated with any bank, brokerage firm, or insurance company. This means we can go anywhere in the financial arena to find the solution that works for you. We are not captive to company products. No hidden costs – Traditional advisors sell products for commissions, even if they are independent. These big payday commissions can lead to recommendations that hurt you more than help you. We take independence to the next level and do not accept 3rd party money from anyone for any recommendation we make. This helps to further remove harmful conflicts of interest and helps you to get the advice, results, and support you deserve. Fiduciary – We work only for you to represent your best interest with undivided loyalty. A product company does not pay us; an insurance company does not pay us. The financial planning industry has fought the fiduciary standard for years and they have won. If an advisor works for a company or sells products then they represent the company, not you. As a result of our structure you can remove financial doubts, establish a trusting relationship, and move towards your goals with a greater peace of mind.

Address: 1404-‐A Cinnamon Path, Austin, TX 78704, USA

Phone: +1 512 820 4847
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