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RETIRE WITH CONFIDENCE

A successful retirement starts with the right strategy. Palm Wealth helps you navigate market uncertainty, manage investments, and build a plan designed to ensure you retire with confidence.

our story

At Palm Wealth, we help you make smarter financial decisions with clear strategies and personal guidance. Whether you are planning for retirement, managing investments, or building long term wealth, our goal is to help you move forward with confidence.

Palm Wealth was founded by Connor Cedro, SMU Finance ’21 and MBA ’25. Born in Palm Beach, Connor built Palm Wealth on the belief that financial advice should be straightforward, thoughtful, and tailored to each client. He works closely with individuals and families to understand their goals and create strategies designed for long term financial security.

Our Core Values

01

Clarity Over Confusion

We simplify the complex.

02

Integrity in Every Step

Your trust is our most valuable asset.

03

Personalized Planning

Because no two goals are the same.

Ready to Take Control of Your Financial Future?