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

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Newsletters

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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