
About us
Palmetto Private Wealth
Built to Serve You With Clarity, Integrity, and Faith
Palmetto Private Wealth was created to bring clarity, honesty, and faith-aligned guidance to families across the Upstate. After years in the financial industry, we saw how many people wanted more than investment advice—they wanted a partnership grounded in integrity and shared values.
Led by Paul Baily, AAMS®, CKA®, our team brings seasoned experience, professional designations, and a commitment to fiduciary care that helps clients feel supported and confident in every decision. Built on the belief that people come first, we focus on relationships, stewardship, and long-term clarity in everything we do.



The Values That Define Us
Integrity
We give honest, fiduciary guidance you can trust at every stage of life. You’ll always understand the “why” behind each recommendation.
Service
We take time to listen, understand, and support your financial life with care. Every plan is built around your goals and guided by calm, steady communication.
Stewardship
As Certified Kingdom Advisors, we help clients align their financial decisions with biblical principles for purposeful, values-driven wealth management.
Expertise
Our team brings years of experience, professional designations, and disciplined planning strategies to help you move forward with clarity and confidence.

Our mission is to serve every client with
clarity, integrity, and values-centered guidance—helping them make decisions that honor both their goals and their beliefs.
Our Mission
Proudly Serving Spartanburg & Upstate South Carolina
Our team is deeply connected to the Upstate South Carolina community through work, family, and long-standing relationships. We proudly serve clients throughout Spartanburg, Greenville, Landrum, Campobello, Gaffney, Tryon, Union, and surrounding areas—offering guidance shaped by local values and Southern hospitality. Many of our clients come through referrals from friends, neighbors, and church communities, reflecting the trust built through years of care. Our role extends beyond finance; we’re committed to strengthening the people and organizations that make this region home.




