Discover Palos Wealth Management
Our tailor-made investment solutions are personalized to meet your specific objectives. Our mission is to offer our clients an exceptional wealth management experience. Customer satisfaction is our goal.
Our tailor-made investment solutions are personalized to meet your specific objectives. Our mission is to offer our clients an exceptional wealth management experience. Customer satisfaction is our goal.
Issue 52 – Happy Holiday & Thank You
As the holiday season approaches, I would like to extend my warmest wishes for happiness, health and a prosperous new year. I’d also like to express how grateful I am for having the privilege of serving your needs. Having your trust and loyalty are very much appreciated, and we never take your patronage for granted. ‘Client first’ is what we stand for and we continually emphasize this within our Palos team. We will always remain dedicated to serving your interests first.
By Charles Marleau, CIM
Continue Reading in PDF
By Charles Marleau, CIM
Click to Read Macro View
By Hubert Marleau
Click to Read Options Corner
By Robert Mendel
Click to Read Palos-Mitchell Report
By William Mitchell