Palatine Hill Wealth Management

Palatine Hill Wealth Management is a financial planning firm that helps families plan for the future. Its work covers investment advice, estate planning and trusts, tax planning, insurance reviews, and business succession planning. Founded in 2017, the firm builds an integrated plan around each client's goals and updates it over time.

The firm prefers that first meetings take place outside the office, in a more relaxed setting rather than a conference room. Spanish is spoken. The main office is in Birmingham, with a second office in Ann Arbor.