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: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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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are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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