Meet Our Team
Why Choose Us
When you partner with us, you’re more than just a client—you’re a valued relationship, and we take pride in delivering a boutique, concierge-level experience tailored to your unique financial goals.
Our process is designed to be seamless, strategic, and centered around you, ensuring clarity and confidence at every step.
our mission
At Palm Capital Wealth Management, we understand the lifelong effort and dedication you’ve put into building your wealth. With unwavering integrity, forward-thinking strategies, and compassionate guidance, we’re committed to protecting your financial future and ensuring your legacy—so you can truly enjoy the rewards of your accomplishments.
Maximilian Westerman, CEPA
Managing Partner & Senior Wealth Advisor | Palm Capital Wealth Management
Jessica Liberatore
Senior Administrator | Palm Capital Wealth Management