Independent means we'll tell you not to buy one.
Palm Wealth Capital researches annuities and explains them plainly, for people who've been pitched one and want to know what they're actually looking at.
Connor Cedro
Born in Palm Beach, Connor founded Palm Wealth on a simple idea: financial advice should be straightforward, thoughtful, and tailored to each client — not packaged into a product someone else wants to sell.
He works directly with individuals and families to understand their goals and build retirement strategies designed for long-term security, with a particular focus on the role annuities can play in protecting income.
- Education
- SMU Finance ’21 · MBA ’25
- Based
- Tampa, Florida
- Focus
- Retirement Income & Annuity Strategy
The disclosure that should come first.
The most important question you can ask anyone in this industry is how they're paid. Ask us — on the call, before anything else, we'll tell you plainly how Palm Wealth is compensated and whether it varies by what you buy. You should hold every firm you talk to, including this one, to that standard.
Once written, this section should be the most-linked page on the site — from the consultation page, the carrier hub, and the footer.
What "independent research" means here.
No paid placement
No carrier pays to appear on this site or to rank higher in any comparison. If that ever changes, it will be disclosed on the page it affects.
Downsides included
Every product review covers surrender periods, fees, and withdrawal restrictions alongside the benefits. A review without a drawbacks section isn't a review.
Ratings re-verified
Carrier financial-strength ratings and published rates are checked against the source at publication and re-checked on a schedule, with the date shown.
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