Palmer Wealth Group Employee Directory

Financial ServicesTexas, United States2-10 Employees

Palmer Wealth Group is a Fort Worth-based financial services firm that serves clients with highly complex wealth. It employs a proprietary approach to wealth planning designed to address not only financial metrics but broader elements of a lasting legacy, including family dynamics, business interests, and charitable aims. The firm supports a coordinated virtual family office style alliance that pools tax planning, legal counsel, business succession, and risk management expertise, avoiding the overhead typical of traditional family offices.

The firm targets very high net worth clients whose wealth requires strategic coordination across personal and business interests. Its work includes guiding business exits, managing concentrated equity, multi-generational wealth transfer, and practice succession, all within a collaborative professional family culture focused on partnership and legacy. Securities and advisory services are provided through Commonwealth Financial Network, a registered investment adviser.

Sign up for free to view info

Company overview Email format