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Your Trusted Partner in Wealth Management

Meet Our Dedicated Wealth Experts

Our team of seasoned professionals is committed to helping you achieve your financial goals with personalized strategies.

Jeff Jacobs

Registered Investment Advisor

Jeff is a wealth manager, lawyer, and engineer.
Jeff founded Palisade Wealth Management in 2008 (formerly Jacobs Equity).
Before founding Palisade, Jeff received his law degree from Stanford Law School, after which he began his legal career in the Silicon Valley office of the global law firm Pillsbury Winthrop, where he represented a wide variety of clients in tax, estate planning, business, litigation, and intellectual property matters.
Prior to becoming a lawyer Jeff was an engineer, earning a Masters Degree in mechanical engineering on full fellowship from Stanford University and a Bachelors of Science in mechanical and aerospace engineering from Utah State University, where he was named the Outstanding Senior for the College of Engineering. In his first job after college, Jeff was part of a small team that handled the aerodynamics analysis for several missile programs for a major defense contractor.

Cam

Registered Investment Advisor

Cam has been investing and earning money for his clients for 15 years.

Phil Sharp

Registered Investment Advisor

Phil graduated from Stanford University. He has managed teams at Google. He is now investing portfolios using his expert business background.

Palisade At A Glance

115

million
Dollars And More Assets Under Management

130

+
Satisfied Clients

30

yrs
Combined Experience

Our Mission

Our Approach

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