Get your comprehensive

Retirement Plan & Investment Strategy

for a one-time fee!

Welcome to

your retirement planning masterclass.

Learn how to position your hard-earned assets the right way!

Quoted in many prominent publications


Our process is simple.

Step 1

A Complimentary, No-Obligation Consultation

We begin with a complimentary, no-obligation consultation so you may get answers to any questions you have. Should you decide to take the next step, we can proceed to the Discovery Process, where a one-time fee will be determined depending on the complexity of your financial situation.


Step 2

The Discovery Process

Your dedicated CERTIFIED FINANCIAL PLANNER™ (CFP®) professional learns about your financial goals for retirement and gathers the necessary data. The advisor will analyze your financial situation, including your current and projected budgeting, investment strategy, risk management, and any other particular needs as requested


Step 3

Delivery of Your Comprehensive Plan & Presentation

Once your advisor completes your personalized retirement plan and recommendations, your advisor will give you a comprehensive presentation via a Zoom meeting and provide a written report with an action plan for you to keep. That’s it!


Our goal is your financial success.

Palm Capital Management is a financial planning, retirement planning, and wealth management firm. We are independent fiduciary advisors, therefore legally obligated to act in the best interests of our Clients at all times. Our primary goal is for our Clients to achieve financial success using our tactical long-term guidance.

Our Custodians


Book your free initial consultation.

Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.

Click Here to view Dynamic’s Form CRS (Client Relationship Summary) and Click Here to view Dynamic’s ADV Firm Brochure.
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The material in the website has been distributed for informational purposes only, and is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors d/b/a Palm Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website by searching under CRD #151367. Insurance sales are considered an outside business activity and Mr. Massi and Palm Risk Management, LLC do not act in an investment advisory representative role when recommending these outside services. Palm Risk Management LLC is not owned or legally affiliated with Dynamic Wealth Advisors. The activities conducted by this entity is considered a separate business activity and not part of the investment advisor services offered through Dynamic Wealth Advisors. Palm Capital Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Palm Capital Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Palm Capital Management | | 805.727.2700 |