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Welcome to Banyan Private Wealth.  We are an independent investment planning team with offices in based in West Palm Beach, providing personalized, creative and comprehensive wealth management and advisory solutions to individuals, families, foundations, and institutions.   

At Banyan Private Wealth, our goal is simple—to try to help you achieve your long-term financial goals. Our portfolio management techniques endeavor  to align with your individual needs. We take the time to understand your personal financial situation, long-term goals and investing objectives before making any recommendations.  We utilize that information to craft a portfolio specifically for you—but it won't be static. Over time, your portfolio may change based on your personal circumstances, or our forward-looking views of the market.

We offer a comprehensive set of financial planning, annuity evaluation, and portfolio management services.

Offices

West Palm Beach

515 N. Flagler Drive
Suite P-300
West Palm Beach, FL  33401

Contact us directly at tel. 561.531.3654.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Payment

How much would your monthly lease payment be?

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