The Bahnsen Group, a national wealth management firm with $5.5 billion in assets under management, has announced plans to open a new office in West Palm Beach, Fla.
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 adviser, will relocate to the West Palm Beach office from Newport Beach, Calif., and serve clients in the Palm Beach region. The Bahnsen Group manages upward of $250 million in client assets based in Florida, with clients throughout the state in a dozen different cities.
Brian Szytel, co-CIO and partner, will drive The Bahnsen Group’s expansion in Florida and lead the search for additional financial advisers 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 seve
