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About

A firm built on trust and vision.

Palmera Private Wealth was founded on a belief that wealth should serve a life, not the other way around, and that the right plan starts with imagining what that life could be.

Jennifer Angell with Wesley

Jennifer Angell began her career at a hedge fund in New York, and it didn’t take long to realize she wanted to work with people, not just portfolios. Becoming a financial advisor was the natural next step. Over more than a decade, she’s built a practice around a simple conviction: clients deserve a partner who is as invested in their future as they are, not a stack of jargon and a quarterly statement.

The name Palmera is a quiet nod to South Florida, where Jennifer lives and works. Palmera is Spanish for palm tree, and the idea behind it, a strong foundation paired with the flexibility to bend without breaking, shapes how she approaches planning for the families she serves.

Palmera Private Wealth is an independent practice affiliated with RFG Advisory, giving Jennifer access to institutional resources while she works directly and closely with the people who trust her.

CFA Charterholder

Jennifer holds the CFA charter, grounded in the same rigorous standard institutional investors rely on.
More Than a Decade of Experience

She has spent over ten years advising individuals and families, first in New York, now across South Florida and New York together.
A Coordinated Team Around You

Jennifer works directly with your CPA, your attorney, and your other advisors, so every recommendation reflects your complete financial picture, not just one piece of it.
A Personal, Direct Process

Every plan is built around your actual life and explained in plain language, so you always understand the reasoning behind it.

Palmera Private Wealth is affiliated with RFG Advisory, giving Jennifer the backing of an established advisory platform while preserving the independence to build a practice entirely her own.

Working With Established Custodians

RFG Advisory Charles Schwab Fidelity
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