About Us – Palmetto Private Wealth

Meet our Team

We believe in building strong, long-lasting relationships with our clients, grounded in trust and transparency. We are dedicated to helping you navigate the complexities of wealth management with clarity and confidence, ensuring that every aspect of your financial plan is aligned with your goals.

Paul Baily

Managing Principal

Founder and President, leads the team with a deep commitment to personalized financial strategies. His expertise is rooted in his AAMS® and CKA® certifications, which reflect his proficiency in asset management and integrating faith-based principles into financial planning. Paul's leadership emphasizes clarity, direction, and long-term client relationships.

Joshua Spencer

Managing Principal

Core team member, bringing his unique perspective and skills to the table. working closely with Paul to ensure that clients receive tailored financial advice that meets their individual needs.

Jackie Earls

Administrative Assistant

Serves as the Administrative Assistant, providing essential support to both the team and clients. Her role is crucial in maintaining the smooth operation of the firm, ensuring that the day-to-day activities are handled efficiently and that client interactions are seamless.

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.