Palm Capital Management is a financial planning and investment advisory firm (a d/b/a of Dynamic Wealth Advisors CRD #151367). Our firm specializes in the management of investment accounts for individuals, families, and small businesses. We are independent fiduciary financial advisors, therefore legally obligated to act in the best interests of our Clients at all times.
Firm Start Year
No. of Employees
Bachelor of Arts - Communications
University of San Diego
Master in Business Administration - Finance
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The material in the website has been distributed for informational purposes only, and is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors d/b/a Palm Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website by searching under CRD #151367. Insurance sales are considered an outside business activity and Mr. Massi does not act in an investment advisory representative role when recommending these outside services. Palm Education Planning LLC is not owned or legally affiliated with Dynamic Wealth Advisors. The activities conducted by this entity is considered a separate business activity and not part of the investment advisor services offered through Dynamic Wealth Advisors.
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