Palladium Wealth Management

703-754-2686

Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast
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SIPC

FINRA

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.

 

Securities offered through LPL Financial, America's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2016, based on total revenue.

We are Investment Advisor Representatives of Wealthcare Advisory Partners, LLC, an SEC registered Investment Advisor.

LPL Financial and Wealthcare Advisory Partners are both members of FINRA and SIPC.

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.

Securities offered through LPL Financial. Investment advice offered through Wealthcare Capital Advisory Partners, a registered investment advisor. Wealthcare Capital Advisory partners are separate entities from LPL Financial.


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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Estimate how much you have the potential to earn during your working years.

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

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There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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There’s an alarming difference between perception and reality for current and future retirees.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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