Maximilian Westerman
Managing Partner Senior Wealth Advisor @Palm Capital Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Managing Partner Senior Wealth Advisor @Palm Capital Wealth Management
Maximilian Westerman is a Managing Partner and Senior Wealth Advisor at Palm Capital Wealth Management, specializing in retirement planning, business and entrepreneurial wealth management, and strategies for building and preserving generational wealth. With over a decade of experience, he is dedicated to helping clients create, grow, and protect their financial futures—with confidence.A Fort Lauderdale native now based in West Palm Beach, Maximilian honed his financial expertise at Xavier University, where he was selected to invest part of the university’s endowment. His career began with a mission to help individuals achieve financial independence, and earning his Certified Exit Planning Advisor (CEPA) designation further strengthened his ability to guide clients through complex financial transitions. Beyond finance, Maximilian enjoys golfing, fishing and spending time with family and friends. His family, especially his nephew Henry, serves as a constant reminder of the importance of legacy and meaningful connections. He is also a committed supporter of the Nicklaus Children\'s Healthcare Foundation.
EDUCATION
Xavier University
Bachelor's degree, Finance, General
SKILLS
ABOUT MAXIMILIAN WESTERMAN
I provide a holistic and relationship-based planning process providing financial strategies for generational wealth, people transitioning from employment to retirement. I offer innovative strategies to retirement, investments, insurance, and estate planning. My goal is to build long lasting quality relationships that will assist people with all of their financial goals and needs. Securities offered through LPL Financial, Inc. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.