Professional
Portfolio
Management
Benefits of Our Portfolio Management Services
Benefits of Our Portfolio Management Services
How an Experienced Financial Advisor Can Transform Your Financial Future
How an Experienced Financial Advisor Can Transform Your Financial Future
Potential Higher Returns
We can help you achieve potentially higher investment returns through expert market analysis and a deep understanding of market trends, economic indicators, and financial data.
Our in-depth research helps us identify the most promising opportunities and trends, which we then use to develop a resilient portfolio that meets your financial goals.
Our personalized approach, combined with expertise, can boost your portfolio performance, resulting in more significant wealth accumulation than managing your accounts alone.
Request a Free 30-minute Discovery Session
Schedule NowEnhanced Risk Management
We can build a diverse investment portfolio that matches your unique risk tolerance and financial objectives. This involves conducting thorough market analysis, regular rebalancing, and implementing strategic measures such as stop-loss orders to mitigate significant downturns.
By following this approach, you can benefit from reduced volatility, potentially higher returns, and greater peace of mind.
Maintaining a well-balanced and diversified portfolio with enhanced risk management can protect your investments against market downturns while still aiming for growth. This strategy ensures that your financial goals remain on track despite market fluctuations.
Request a Free 30-minute Discovery Session
Schedule NowAccess to a Broader Range of Investments
We can help you access a broader range of investment opportunities to diversify your portfolio and potentially improve your returns.
You’ll be able to invest in global markets, alternative assets, and emerging sectors that meet your financial goals and risk tolerance.
This approach not only reduces risk by spreading investments across different areas but also provides you with new growth avenues and helps mitigate the impact of market volatility.
Request a Free 30-minute Discovery Session
Schedule NowNon-Emotional Investing
We manage your investments based on objective analysis and long-term goals, using non-emotional algorithms for decision-making.
We do not make decisions based on market hysteria or fleeting emotions but rather on solid data-driven strategies.
This scientific approach aims to minimize the risks associated with impulsive trading and encourage sustained portfolio growth.
Request a Free 30-minute Discovery Session
Schedule NowAdvanced Tax Optimization
Investment growth is essential, but minimizing tax impact is equally crucial.
Our investment management approach focuses on maximizing your after-tax returns through advanced tax optimization strategies. By aligning your portfolio with efficient tax practices, we can help reduce tax liabilities and enhance investment growth.
Our method involves strategic asset location, tax-loss harvesting, and utilizing tax-efficient investment vehicles.
This meticulous approach ensures that your investments are not only aimed at growth but also at minimizing tax impact, leading to more efficient wealth accumulation and financial security for your future.
Request a Free 30-minute Discovery Session
Schedule NowThree Steps to a Professionally Managed Portfolio
Three Steps to a Professionally Managed Portfolio
Here’s How To Begin
Contact Us
Schedule a 30-minute Free Discovery Consultation. Tell us what worries you, what you’re aiming for, and where you feel stuck. It will help us identify where exactly you need support and what is important to you.
Choose Your Money Manager
We’ll evaluate your financial goals, investment style, and risk tolerance and connect you with an experienced money manager whose previous performance, investment strategies, and fee structure make you feel comfortable.
Watch Your Portfolio Grow
We will select an appropriate asset allocation and investment vehicle while potentially optimizing for tax efficiency. You’ll receive regular reports with investment performance, market trends, and portfolio adjustments.
Contact Us
Schedule a 30-minute Free Discovery Consultation. Tell us what worries you, what you’re aiming for, and where you feel stuck. It will help us identify where exactly you need support and what is important to you.
Choose Your Money Manager
We’ll evaluate your financial goals, investment style, and risk tolerance and connect you with an experienced money manager whose previous performance, investment strategies, and fee structure make you feel comfortable.
Watch Your Portfolio Grow
We will select an appropriate asset allocation and investment vehicle while potentially optimizing for tax efficiency. You’ll receive regular reports with investment performance, market trends, and portfolio adjustments.
Our Investment Services
Our Investment Services
Expert analysis, customized strategies, and ongoing support
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.
Direct Support From a Real Advisor. Not a Salesperson.
When you reach out, you’ll connect with Elena Samofalova — one of the lead advisors on a seasoned team of retirement strategists, compliance specialists, plan administrators, and investment professionals with over 30 years of combined experience. We work together to simplify your plan, reduce risk, and help your plan run smoothly.
You’re not getting routed to a sales rep or call center. Just professional guidance from someone who understands the challenges business owners face.
+1 (954) 400-3038
(Texting is often easiest — Elena will reply personally.)
elena@palmbeachpwm.com
103 SE 3rd Avenue, 10th Floor
Fort Lauderdale, Florida 33394
Elena Samofalova
Investment Advisor / Retirement Strategist
CEO, Palm Beach Private Wealth Management
Helping small and mid-sized businesses reduce 401(k) risk, simplify compliance, and support their team with real guidance.
Retirement Income News and Articles
Retirement Income News and Articles
See how moving fees off plan assets can benefit everyone involved. For many business owners, offering a 401(k) [...]
2023–2024 has seen a wave of Florida businesses opting out of standalone 401(k) plans and into Pooled Employer Plans [...]
Understanding Retirement Plan Fees — What Every Business Owner Should Know When I speak with business owners about [...]
Life insurance is an essential tool to safeguard your loved ones from severe financial hardships in case of an [...]
Get ready for an exciting journey through the annuity world! While you might know about well-known options like fixed [...]
Are You Satisfied with Your 401(k) Returns? If you're like many American workers, you've probably chosen a 401(k) [...]
The Problem of Standard 401(k) Management For many, the 401(k) represents the cornerstone of retirement planning, offering a [...]
Investing is as much about understanding the markets as it is about understanding oneself. Beyond the numbers and trends [...]
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Navigating the complexities of tax laws can be daunting for a small business owner or freelancer. Yet understanding these [...]
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See how moving fees off plan assets can benefit everyone involved. For many business owners, offering a 401(k) [...]
-
2023–2024 has seen a wave of Florida businesses opting out of standalone 401(k) plans and into Pooled Employer Plans [...]
-
Understanding Retirement Plan Fees — What Every Business Owner Should Know When I speak with business owners about [...]
-
Life insurance is an essential tool to safeguard your loved ones from severe financial hardships in case of an [...]
-
Get ready for an exciting journey through the annuity world! While you might know about well-known options like fixed [...]
-
Are You Satisfied with Your 401(k) Returns? If you're like many American workers, you've probably chosen a 401(k) [...]
-
The Problem of Standard 401(k) Management For many, the 401(k) represents the cornerstone of retirement planning, offering a [...]
-
Investing is as much about understanding the markets as it is about understanding oneself. Beyond the numbers and trends [...]
-
Navigating the complexities of tax laws can be daunting for a small business owner or freelancer. Yet understanding these [...]
