Our team of seasoned professionals is committed to helping you achieve your financial goals with personalized strategies.
Your Trusted Partner in Wealth Management
Meet Our Dedicated Wealth Experts
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 has been investing and earning money for his clients for 15 years.
Phil Sharp is an investment advisor, designer and engineer. Phil has always been interested in investing and enjoys helping people gain peace of mind with regards to their finances.
Prior to affiliating with Palisade, Phil worked in the tech industry, most notably with Google where he spent a decade building and launching products, and with IDEO, a product design consultancy.
Phil holds two master's degrees from Stanford University, one in Mechanical Engineering and one in Management Science & Engineering, as well as a bachelor's degree in Mechanical Engineering from the University of Utah, with a minor in Computer Science.
Phil lives in Colorado with his wife and five children.
Palisade At A Glance
115
Dollars And More Assets Under Management
130
Satisfied Clients
30
Combined Experience
Our Mission
At Palisade Wealth Management, our mission is to empower individuals and families to achieve their financial goals through personalized, innovative, and holistic wealth management solutions. We are committed to providing exceptional service, fostering long-term relationships, and making a positive impact on our clients’ financial well-being.
Our Approach
Our approach combines comprehensive financial planning with sophisticated investment strategies tailored to your unique needs. We utilize a disciplined, research-driven process to ensure your portfolio is optimized for growth and stability. By focusing on your financial aspirations, we strive to build a secure and prosperous future together.
“At Palisade Wealth Management, we believe that true wealth goes beyond numbers. It’s about security, legacy, and peace of mind. Our commitment is to guide you through every financial decision with trust and expertise.”
— [Founder’s Name], Founder and CEO