Palladium Wealth Management

703-754-2686

LPL Financial 2014 Outlook The Facts About Income Tax Women and Retirement Ready for Retirement?
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What do we do?

  • We provide individualized advice and services to help affluent individuals and small business owners plan for the future, manage risk, work to accumulate & preserve personal wealth, retire comfortably and create wonderful legacies.
  • With 2 distinct practice sections and an experienced team of specialists, we complement investment management services with income and estate tax planning, insurance analysis, Roth IRA conversions, tax loss harvesting and other creative financial strategies.

What makes us different?

  • Independence with reach - Unlike many advisors, who follow the direction of large banks, brokerage firms or insurance companies, we are guided by our own values, principles and professional judgment, yet we have direct access to world renowned experts, software tools, research departments and product sponsors. Client needs alone drive our decisions.
  • Commonality - and diversity - of interests - We share many goals, wishes and concerns with our clients.

Why should we be working for you?

  • Plain and simple.....WE CARE!
    ... enough to attain professional credentials and technical specialization.
    ... enough to be independent.
    ... enough to have among the top financial tools, products and professionals.
    ... enough to keep costs down without sacrificing quality.
    ... enough to communicate regularly and know our clients through and through.
    ... enough to help prevent clients from making herd-mentality mistakes that are prevalent in uncertain times.
    ... enough to earn and keep the trust of our clients - we serve multiple generations for most of our clients.

 

 

We are a branch office of LPL Financial, America's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2015, based on total revenue. We are proud of the confidence that current clients have placed in us, and are happy to provide professional references.

We are accepting new clients with investable assets of $250,000 and above. Please contact us for a FREE initial consultation.

We welcome you to click the links below to explore ALL the special features associated with Palladium Wealth Management:

 

 

Helpful Content

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When to Self-Insure

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Should You Choose a Fixed or Variable?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Principles

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How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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