Palisade Wealth Management

Cam Mcclellan is a financial advisor at Palisade Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ailsa Capital Inc since 2011. Palisade Wealth Management provides customized, discretionary investment management primarily to individual clients, including high-net-worth households. The firm focuses on publicly traded equities and fixed-income securities, using asset allocation guided by Modern Portfolio Theory and quantitative optimization models.

Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.

Jeffrey Jacobs is a financial advisor at Palisade Wealth Management with 17 years of industry experience. He holds a Series 65 designation and has worked at Jacobs Equity since 2009. Outside of advising, he occasionally provides tax-related legal services to a small number of individuals and businesses. Palisade Wealth Management offers customized, discretionary investment management primarily to individual and high-net-worth clients. The firm emphasizes medium- to long-term portfolio construction using Modern Portfolio Theory and quantitative optimization, focusing on publicly traded equities and fixed-income securities.