Careful Planning | Disciplined Investing | Confident Retirement
Advocating for Your Priorities
Welcome to our website and thank you for taking the time to get to know us a little better.
We are located in Roseburg, Oregon in the Umpqua Valley with both the North Umpqua and South Umpqua Rivers running through our beautiful city.
The achievement of financial objectives depends on a carefully disciplined and integrated approach to managing each of the many facets of one's financial life, so you can have confidence in your financial situation.
We believe that a client's investments, cash flow, insurance, debt, retirement accounts, and estate planning should all align in a carefully constructed wealth management plan. That's why with Palm Wealth Management, you'll not only get a Financial Advisor, but a team of Certified Wealth Strategists (CWS®), who are ready to review every part of your financial picture to ensure it all aligns with your priorities.
Palm Wealth Management acts in a fiduciary manner putting your needs as the priority and always acting in your best interest.
Pictured left to right: Laura Hamilton, Client Associate, Amy Palm CWS® Senior Vice President, Financial Advisor, Joshua Huckins, CWS®, FPQP® Supervisory Branch Operations Manager, Senior Registered Financial Planning Associate
James Ragan, Director of Wealth Management Research
May 2024 Video - Dow 40,000
Click on the image to watch the full video
