Your Future is Our Priority
Palmetto Private Wealth
Whether you’re planning for retirement, growing your investments, or securing your family’s future, we are here to provide expert advice and tailored solutions. Our mission is to help you navigate the complexities of wealth management with ease, ensuring that your financial future is as bright as the Palmetto State’s sun.
Why Choose Us?
The True North FORMula
Our unique process is designed to adapt to your evolving needs, ensuring that your financial plan remains relevant as your life changes. We don’t believe in one-size-fits-all solutions. Instead, we work closely with you to create a customized plan that grows with you.
Experienced & Dedicated Team
Led by Paul Baily, AAMS®, CKA®, our team is committed to providing thoughtful and objective financial advice. We pride ourselves on building long-term relationships with our clients, guiding them through every financial decision with clarity and confidence.
A Commitment to Your Success
At Palmetto Private Wealth, your success is our priority. We are here to support you at every stage of your financial journey, providing the expertise and resources you need to achieve your goals.
Client-Centered Approach
We take the time to listen to your needs, values, and aspirations, ensuring that every recommendation we make is aligned with what matters most to you. Our client-centered approach means you are not just another account; you are a partner in the journey to financial prosperity.
Let's Start the Conversation
Are you ready to take control of your financial future? Contact us today to schedule a consultation and discover how Palmetto Private Wealth can help you navigate your financial landscape with confidence.
Comprehensive Wealth Management
From retirement planning to estate planning and everything in between, our experienced team at Palmetto Private Wealth provides tailored solutions to help you achieve financial success. We recognize that wealth management is not just about numbers; it's about understanding your life goals and crafting a strategy that supports them.
Philanthropy & Wealth Transfer
Whether you're looking to leave a legacy or support causes close to your heart, we provide guidance on philanthropic strategies and wealth transfer options that reflect your values.
Income & Tax Planning
Navigating the complexities of taxes can be challenging. Our team works with you to develop tax-efficient strategies that maximize your income and ensure you're well-prepared for the future.
Social Security & Medicare Planning
Understanding the complexities of Social Security and Medicare can make a significant difference in your retirement planning. We provide expert guidance to help you maximize your benefits and integrate them effectively into your overall financial plan.
Risk Management & Insurance
Protecting your assets is crucial to maintaining your financial stability. We help you identify potential risks and implement insurance solutions that safeguard your wealth.
Business Succession Planning
Planning for the future of your business is essential for ensuring its longevity and success. We work with business owners to develop succession strategies that secure your legacy, protect your wealth, and provide for the smooth transition of leadership.
Financial Services
Did we mention
the first consultation is free?
We believe that building a strong financial partnership starts with understanding your unique needs and goals. That’s why we offer your first consultation at no cost. This is an opportunity for us to get to know each other, discuss your financial aspirations, and explore how our personalized services can help you achieve them. There’s no obligation—just a chance to see if we’re the right fit to guide you on your financial journey. Let’s take the first step together toward securing your financial future.
Meet our Team
Paul Baily
Managing Principal
Joshua Spencer
Managing Principal
Jackie Earls
Administrative Assistant Latest Updates
Explore our latest announcements, including team expansions, service enhancements, and insights into the financial planning landscape. We’re committed to keeping our clients informed about what’s happening at Palmetto Private Wealth Advisors and how it impacts their financial journey. Check back often for news and updates that can help you make informed decisions about your financial future.
Palmetto Private Wealth Advisors Expands Team to Enhance Client Services
Meet Paul Baily
