P3 Wealth Management

The firm integrates investment management with tax strategy and insurance structuring under one advisory umbrella. This allows client capital to be deployed into direct real estate, private credit, and insurance products with the tax implications pre-modeled, rather than retrofitted. Palleschi's background in accounting and tax planning is central to this combined approach.

The firm's public posture emphasizes direct participation in private-market transactions, particularly in real estate and credit, though it may access fund structures when they align with client tax-planning needs. Given its CPA-practice heritage, the firm favors deal-level transparency and control over pooled-vehicle delegation.

The firm's investment focus is concentrated in the Southeastern United States, consistent with its Tampa headquarters and regional network. Florida-based commercial real estate and regional private credit opportunities feature prominently in its observable activity.

Yes, P3 Wealth Management operates as a registered investment advisor in the state of Florida. Its regulatory filings confirm its ongoing registration, which permits fee-based advisory services alongside its insurance and planning offerings.

The firm embeds CPA-origin tax planning and insurance structuring into its investment process, creating a concurrent advisory model where asset selection, liability management, and estate planning are designed together. This architecture mirrors the integrated treasury function of an operating company more than the allocation-centric model of a conventional RIA.