The Bahnsen Group, a national wealth management firm with $5.5 billion in assets under management, announced plans to open a new office in West Palm Beach, Florida.
The office will open in July 2024 and is located at the One Clearlake Centre at 250 S. Australian Avenue in West Palm Beach.
Jeremy Polon, The Bahnsen Group’s Associate Private Wealth Advisor, will relocate to the West Palm Beach office, from Newport Beach, California, and serve clients in the Palm Beach region. The Bahnsen Group manages upwards of $250 million in client assets based in Florida, with clients throughout the state in a dozen different cities.
Brian Szytel, Co-Chief Investment Officer and Partner, will drive The Bahnsen Group’s expansion in Florida and lead the search for additional financial advisors and operations staff for the new West Palm Beach office.
“The Florida market is already a substantial part of our business, and it has been a priority for us to establish a beachhead in Florida for several years. There are few states in the country governed as well as Florida, and we intend to live up to that high bar in what we bring to the market,” said David Bahnsen, Managing Partner of The Bahnsen Group. “Having a senior leader like Brian drive this expansion and moving next-gen talent like Jeremy to the market is a sign of our seriousness in the endeavor.”
West Palm Beach represents the 8th office location for The Bahnsen Group, with other offices in Newport Beach, California; New York City; Minneapolis, Minnesota; Nashville, Tennessee; Austin, Texas; Phoenix, Arizona; and Bend, Oregon.
“This is going to be a significant undertaking for The Bahnsen Group and provide us the capacity we desire to properly serve clients in Florida,” said Szytel. “We believe the Palm Beach region will over time become one of our largest offices in terms of client and asset stewardship.”
All 63 employees of The Bahnsen Group are in-office five days a week at all office locations.
