Build a Resilient Investment Portfolio & Minimize Risks

We invite you to schedule a 30-minute Free 30-Minute ZOOM Session. This brief yet impactful session will ease your concerns about money and your financial future.

Build Your
Investment
Portfolio

Learn How to Invest Wisely

We’ll help you every step of the way.

Learn How to Invest Wisely

We’ll help you every step of the way.

How To Build a Successful Investment Portfolio

Follow These Three Simple Steps

Our Investment Services

Our Investment Services

Expert analysis, customized strategies, and continued support

  • Investment Research and Advice

  • Risk Assessment and Management

  • Portfolio Management

  • Asset Allocation

  • Income Generation Strategies

  • Retirement Planning

  • Financial Planning

  • Tax Optimization

Why Choose Palm Beach Private Wealth Management

Why Choose Palm Beach Private Wealth Management

Real Fiduciary Protection for Employers

We help protect your business from 401(k) fiduciary risks, compliance failures, and unnecessary plan costs — giving you peace of mind and time to focus on your business.

Personalized Retirement Guidance for Employees

We support your employees with education, personal advice, and easy-to-use resources to help them plan, save, and stay on track toward a strong retirement.

Seamless 401(k) Plan Management

We handle the day-to-day heavy lifting – from compliance paperwork to participant support — to simplify administration and improve the experience for you and your team.

Independent Advice You Can Trust

As independent fiduciaries, we act only in your best interest — no hidden fees, no conflicts of interest, just honest, objective advice for your business and your employees.

Schedule a Free 30-Minute Zoom Consultation

Get in Touch

Please don’t hesitate to reach out for advice and support on your retirement plan.

  • Phone Number
    +1 (954)400-3038

  • Email
    elena@palmbeachpwm.com

  • Address
    103 SE 3rd Avenue,10th Floor
    Fort Lauderdale, Florida 33394

Phone Number
+1 (954)400-3038

Email
elena@palmbeachpwm.com

Address
103 SE 3rd Avenue,10th Floor
Fort Lauderdale, Florida 33394

Elena Samofalova
Investment Advisor/Chartered Retirement Planning Counselor (CRPC) / Chief Retirement Strategist
CEO Palm Beach Private Wealth Management

Specializing in 401(k) Plan Reviews, Risk Reduction, and Compliance Support for Small and Mid-Sized Businesses

Retirement Income News and Articles

Retirement Income News and Articles