Maximilian Westerman, CEPA

Maximilian Westerman is a Managing Partner and Senior Wealth Advisor at Palm Capital Wealth Management, specializing in retirement planning, business and entrepreneurial wealth management, and strategies for building and preserving generational wealth. With over a decade of experience, he is dedicated to helping clients create, grow, and protect their financial futures—with confidence.

A Fort Lauderdale native now based in West Palm Beach, Maximilian honed his financial expertise at Xavier University, where he was selected to invest part of the university’s endowment. His career began with a mission to help individuals achieve financial independence, and earning his Certified Exit Planning Advisor (CEPA) designation further strengthened his ability to guide clients through complex financial transitions. 

Beyond finance, Maximilian enjoys golfing, fishing and spending time with family and friends. His family, especially his nephew Henry, serves as a constant reminder of the importance of legacy and meaningful connections. He is also a committed supporter of the Nicklaus Children's Healthcare Foundation.