Broomfield, CO Office

Palisade Wealth Management provides customized discretionary investment management primarily to individual clients, including both high-net-worth and non‑HNW households, through separate managed accounts. The firm focuses on publicly traded equities and fixed-income securities and generally charges fees based on a percentage of assets under management.

The firm’s process emphasizes asset allocation informed by Modern Portfolio Theory and uses quantitative models and portfolio optimization to establish medium- to long-term allocations tailored to each client’s age, family situation, financial needs, and tax circumstances. Portfolios typically include individual stocks, bonds, ETFs, mutual funds, and cash, and tax attributes of holdings are considered in portfolio construction.

A distinctive feature disclosed in the brochure is an affiliation with an independent law practice operated by a firm principal; the adviser may refer clients to that law firm without receiving referral compensation, a relationship the firm notes could create a conflict of interest. The advisory team’s mix of legal, engineering, and technology experience, along with a non‑management representative who holds life and disability insurance licenses, is an atypical combination for a supported RIA managing roughly $133 million for about 141 clients.