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advisor

Bridget E. Palmer

Palmer Wealth Group

201 American Concourse, Suite 310

Fort Worth, TX 76106

8174388241

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About Palmer Wealth Group

Palmer Wealth Group: Beyond Traditional Wealth Management

Palmer Wealth Group orchestrates sophisticated wealth solutions for clients in the sub-ultra-high net worth segment through our proprietary Integrated Legacy Framework. We transcend conventional financial metrics to address all dimensions of your legacy, financial, familial, business, and philanthropic.

Our Virtual Family Office alliance coordinates specialized expertise across tax planning, legal counsel, business succession, and risk management without traditional family office overhead costs.

We excel where wealth complexity demands strategic orchestration: business exit planning, concentrated equity management, multi-generational wealth transfer, and practice succession strategies. Each solution is tailored through our collaborative "professional family" culture built on Excellence in Partnership and Legacy Focus.

Where others see assets to manage, we see legacies to orchestrate. Our strategic approach transforms your wealth into a powerful catalyst for purposeful impact across generations, ensuring your financial success creates enduring prosperity aligned with your deepest values and aspirations.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

2-4

CRD#

6411450

Firm CRD#

8032

Name of Broker/Dealer

COMMONWEALTH FINANCIAL NETWORK

States Licensed in

AR, AZ, DC, FL, IL, IN, LA, MI, MO, NC, PA, TN, TX, VA, WA

Years of Experience in Financial Services

11

Number of Years with Current Firm

6

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC®, CRPC®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Flat Fee, Commissions, Based on Assets

Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Palmer Wealth Group, 201 American Concourse, Suite 310, Fort Worth, TX. 76106. 817-438-8241. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA's BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

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