Introducing

Made to feel like yours.

Jennifer Angell, CFA, has spent more than a decade advising clients across New York and Miami. She started Palmera Private Wealth in partnership with RFG Advisory to build something more personal: a plan shaped around the client in front of her, not a model client.Compliance check — confirm tenure years

In partnership with RFG Advisory

Palmera Private Wealth is affiliated with RFG Advisory. That partnership gives Jennifer institutional-level resources and technology to work with, while she continues to run Palmera the way she believes a client relationship should run: direct, personal, and built around what each family actually needs.Compliance check — insert RFG-approved affiliation disclosure

Working With Established Custodians

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