Fort Worth, Texas
Fort Worth values straight talk and genuine relationships.
So do we. Our wealth management team cuts through financial complexity to deliver clear guidance you can trust.
We’re here to protect what you’ve built and help you achieve what matters most – with the honesty and integrity Cowtown expects.
201 American Concourse, Ste 310
Fort Worth, TX 76106
Office: (817) 438-8241
Managing Advisor
Bridget Palmer, ChFC®, CRPC®, Wealth Manager
Wealth Management Team
Luke Palmer, CFP®, AAMS®, CRPS®, AWMA®, Exit Planning and Business Advisor, Retirement Plan Advisor, Wealth Planner
Start Your Legacy Conversation
Fort Worth’s families have built remarkable legacies. Our Virtual Family Office brings together the expertise to protect, grow, and transfer that wealth for generations.
Bridget E. Palmer, ChFC®, CRPC®
Bridget Palmer believes finances should be a pathway to living life fully, not a source of anxiety. As a Wealth Manager with Palmer Wealth Group™, she transforms complex financial landscapes into clear, actionable strategies.
Drawing from her diverse background — from opera performance at Western Washington University to administrative experience — Bridget brings unique perspective to wealth management. She transitioned to financial services in 2014 and co-founded Palmer Wealth Group™.
Her ChFC® and CRPC® designations, combined with genuine caring, enable her to excel in relationship management and financial planning. She conducts quarterly reviews, leads client discussions, and maintains comprehensive knowledge of investment and insurance strategies.
Outside work, Bridget enjoys singing, family time, travel, and outdoor adventures.
ChFC®, CRPC® | Series 7, 66 | General Lines Insurance License
Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®
Luke Palmer’s wealth management approach stems from a unique foundation combining early financial exposure through his father’s executive accounting roles and advanced musical education, developing analytical precision and problem-solving that distinguish his methods.
When family circumstances required relocating to Pennsylvania to support his father through dementia, Luke transitioned from academia to financial services, applying his skill set to wealth preservation.
As founder and CEO of Palmer Wealth Group™, Luke leads the firm toward serving high net worth clients, developing the Integrated Legacy Framework and sophisticated services that extend beyond conventional metrics.
Residing in Fort Worth with wife Bridget and three children, Luke’s vision positions Palmer Wealth Group™ as an essential partner in multi-generational wealth preservation, combining analytical rigor with innovation.
CFP®, AAMS®, CRPS® AWMA® | Series 7, 66 | General Lines Insurance License