Financial planning rarely happens in isolation. Estate documents, tax strategy, insurance coverage, and real estate decisions all connect to your investment plan, and coordinating them can make a meaningful difference in how everything comes together.
To help our clients navigate that complexity, Palm Wealth Partners collaborates with independent professionals in areas that complement our advisory services. These professionals are not employees of Palm Wealth Partners. They operate their own independent firms, and we work alongside them so your planning stays connected across disciplines.
We share this information as a convenience. As with any professional relationship, we encourage you to research and select the professionals who best fit your needs.
Areas Where We Coordinate
Estate Planning
We coordinate with experienced estate planning attorneys to help align your wills, trusts, and powers of attorney with your overall financial plan. We are happy to facilitate an introduction as part of your planning process.
Insurance Planning
We work with insurance specialists to help evaluate health, Medicare, auto, and home coverage as part of a complete financial plan. We can facilitate an introduction when appropriate.
Additional Specialists
Depending on your needs, we also work with other professionals, including business attorneys and benefits specialists, to help build a complete financial strategy. We can make introductions as appropriate.
Trusted Professional
Daniel Masselli
Daniel Masselli is an Enrolled Agent (E.A.) who specializes in tax and accounting. Based in Coral Springs, Florida, he serves individuals and small business owners throughout South Florida, offering personal and business tax preparation alongside bookkeeping and payroll.
Daniel holds a Finance degree from Nova Southeastern University and a Master’s in Accounting from the University of Miami. Go Canes. His practice is built on close, personal attention and long-term client relationships.
Frequently Asked Questions
Does Palm Wealth Partners work with an accountant?
Yes. We coordinate with Masselli Enrolled Agent Inc. on tax matters for our clients. Palm Wealth Partners does not provide tax advice, and you should consult a qualified tax professional regarding your specific situation.
Does Palm Wealth Partners work with estate planning attorneys?
Yes. We regularly coordinate with outside estate attorneys so your legal and financial plans can work together. Palm Wealth Partners does not provide legal advice.
Am I required to work with the professionals you introduce me to?
No. Any introduction is offered as a convenience. These professionals are independent of Palm Wealth Partners, and you are free to work with any professional you choose.
Disclosure: The professionals featured on this page are independent third parties and are not employees, affiliates, or agents of Palm Wealth Partners. They are separately owned and operated. Palm Wealth Partners does not supervise, control, or accept responsibility for the services they provide. This page is provided for informational and convenience purposes only. It does not constitute an endorsement, recommendation, guarantee, or warranty of any professional listed or the services they offer. Palm Wealth Partners does not provide legal or tax advice. You should conduct your own due diligence and consult these or other qualified professionals regarding your specific situation before making any decisions. Palm Wealth Partners does not receive compensation for referrals to these professionals, and no compensation is paid by these professionals to be featured on this page.
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