Palm Wealth Partners: Personalized Financial Planning

Your Financial Freedom
Expertly Planned

At Palm Wealth Partners, we create personalized financial strategies that are intended to help you achieve peace of mind and the retirement you've earned.

“Working with the team has completely changed my outlook on retirement. I used to stay up worrying if I had saved enough, but their comprehensive planning process gave me a clear roadmap. They didn’t just talk at me; they listened to my goals and explained everything in plain English. I finally feel confident and 'retirement-ready' thanks to their guidance.”

— Rachel D.

“I am extremely happy with the service provided by Palm Wealth. Everyone is very professional while maintaining a confidence that puts you at ease. The advice and knowledge they share always keeps your best interests at hand, and they take the time to listen to your thoughts and concerns. I would highly recommend them.”

— Louise R.

“Lenny was amazing to work with. He opened my eyes to financial options and information I honestly had no idea about. He explained everything clearly, answered my questions, and made the whole process feel painless and manageable. I’m so grateful for his guidance and highly recommend him to anyone looking for a knowledgeable and trustworthy financial advisor.”

— Jordanna E.

“Working with Palm Wealth Partners has been a truly exceptional experience. Lenny Tomson is incredibly trustworthy, knowledgeable, and easy to work with. He checks in regularly and genuinely cares about my progress and well-being. I feel fully confident in the personalized strategies he has created to help me reach my retirement goals. Knowing he is in my corner gives me true peace of mind as I plan for the future.”

— MaryAnn B.

“I can’t recommend my financial advisor highly enough! They are incredibly knowledgeable, especially when it comes to stocks and investment strategies. They took the time to explain everything clearly and helped me feel confident about where my money is going. They also made opening an IRA account simple and stress-free. I truly feel like my financial future is in good hands. If you're looking for someone who is professional, trustworthy, and excellent at what they do—this is the advisor you want!”

— Ashley H.

How We Work With You

Discovery Meeting

We begin by understanding your financial situation, goals, and concerns through an in-depth conversation.

Customized Financial Plan

We develop a comprehensive plan tailored to your specific needs and long-term objectives.

Plan Implementation

We help you put your financial strategy into action with clear steps and guidance.

Ongoing Review & Adjustment

We continuously monitor your plan and make adjustments as your life and goals evolve.

Learn More About Our Process

Ready to Secure Your Financial Future?

Request a complimentary, no-obligation consultation with one of our financial advisors to discuss your unique situation and goals.

We'll help you create a customized financial plan that addresses your specific needs and puts you on the path to financial freedom.

Prefer to Talk Right Away?

Skip the form and speak directly with an advisor today.

Your Financial Freedom Expertly Planned

What Clients Say

Who We Serve

Business Owners & Professionals

Pre-Retirees & Retirees

Florida Retirement System

Our Services

Retirement Planning

Financial Planning

Investment Planning

Wealth Management

Tax Strategies

Palm Insurance Partners: Insurance Planning

How We Work With You

Discovery Meeting

Customized Financial Plan

Plan Implementation

Ongoing Review & Adjustment

Why Choose Us

Fiduciary Commitment

Personalized Approach

Credentialed Professionals

Holistic Planning

In-House Portfolio Management

Responsive Communication

Our Leadership Team

Lenny Tomson, CPA, CFP®

Mario Basilone

Domenick Mancini, RICP

Ready to Secure Your Financial Future?

Prefer to Talk Right Away?

Call Us Now at (954) 632-2555

Request a Free Consultation

Contact Us

Office Location

Phone Number

Email Address

Helpful Resources

2027 Social Security COLA: What FRS Retirees Should Watch

Retirement Planning for Florida Firefighters: A Comprehensive Transition Guide

Social Security Claiming Strategies for Pre-Retirees: When Should You Start?

Your Financial Freedom
Expertly Planned