Wealth Management Solutions Backed by Decades of Experience

Get Started

307

Families Served (as of 6/30/2025)

26+

Investment Team Years of Average Industry Experience

$1M+

Minimum Client Assets Available to Invest

30 Years of Trusted Wealth Management

Personalized Strategies to Grow and Protect Your Wealth

With 30 years of experience, Palisade Private Wealth has been a cornerstone of wealth management excellence, serving high-net-worth clients locally in New Jersey and nationwide. Our team specializes in crafting personalized investment strategies designed to grow and protect your wealth, as we work together to build a secure future for your family.

As a proud New Jersey-based, woman-owned and led firm, we understand the unique needs of our local market and leverage global insights to provide innovative solutions. Whether you're looking to optimize your portfolio, plan for retirement, or explore philanthropic giving strategies, our experts guide you every step of the way.

National Rankings

CNBC Financial Advisor Top 100: 2023, 2022, 2021, 2020

Palisade is proud to have been included in CNBC's Financial Advisor (FA) 100 rankings for four years in a row. The "CNBC FA 100" honors advisory firms that help clients navigate their financial lives and achieve their financial objectives.

National Certification

Certified Women's Business Enterprise

Palisade has been nationally certified as a Women's Business Enterprise by the Women's Business Enterprise National Counsel (WBENC) since 2023. WBENC is the gold standard for women-owned business certification in the United States and a leading advocate for women business owners, leaders, and entrepreneurs. Please click here for more information.

Local Awards

Five-Star Wealth Managers in New Jersey

Lorraine Salvo, CFP, CDFA, and Alison Berman, are six- and two-time winners, respectively, of this prestigious award.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Please click here for more information.

National Accreditation

Better Business Bureau Accreditation

Palisade is a BBB Accredited Business, underscoring its long-standing commitment to ethics and trust. BBB Accreditation reflects Palisade's fiduciary approach and dedication to client-focused service. Please click here for more information.

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP ("Palisade") is engaged, or continues to be engaged, to provide investment advisory services.

Data provider AccuPoint Solutions applied CNBC's proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. For more information, please click here to learn how the CNBC FA 100 rankings are determined. Click here for a full discussion of CNBC's methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional considers factors including assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Rankings published by Five Star Professional base the selections partially on information prepared and/or submitted by the recognized adviser. Click here for a full discussion of Five Star Professional's methodology. Five Star Professional does not charge any type of fee to advisers to be listed in the annual ranking.

Simplifying Your Financial Journey

Your time is valuable. We help simplify your life so you can focus on what is most important to you, whether it is your family, long-term objectives, philanthropy or other personal goals. At Palisade Private Wealth, you always know what you own — and why, giving you confidence and peace of mind that you are financially on track.

Centered Around Your Goals

Your well-crafted wealth plan should coordinate your short- and long-term goals, evolve as your life and needs change, and align with your investment strategy and portfolio. At Palisade Private Wealth, we listen closely to you, learning about your objectives while helping you challenge your assumptions. We work with you to create a customized investment strategy that addresses everything you wish to accomplish.

Learn more about how we focus on your goals

Constructing Your Portfolio

Your investments should have purpose, with full transparency into what you own. We construct your portfolio based on your unique situation, accessing our institutional asset management expertise, as well as employing carefully selected "like-minded" managers in asset classes we believe will help enhance returns and manage risk.

Learn more about how we focus on your portfolio

Staying on Track

You should always know where you stand. We monitor your portfolio to keep your investments aligned with your plan as well as changes in the economic and market environment. Your wealth advisor and client service team are always there to answer your questions and share our thinking and perspectives, so you always know what you own — and why.

Learn more about staying on track