Strengthening Our Investor Network

Dear Shareholders,

We are pleased to report two important operational updates that complement the value proposition Planet Wealth’s broker-dealer platform offers: 

Palm Beach Office Opened.

We have inaugurated a new branch office at 250 Royal Palm Way, Palm Beach, FL. The location solidifies our position within a dynamic private-capital ecosystem while placing key personnel in the heart of Palm Beach, and within two hours of Miami, Orlando, and Tampa.

Frank Goldman Joins the Team.

Please join me in welcoming Frank Goldman to the broker-dealer. Frank brings more than two decades of experience advising family offices on real estate, private equity, and hedge fund allocations. Highlights include: 

⦿ Founder, NMAR Partners—a Palm Beach boutique serving UHNW investors;

⦿ Family-Office Consultant, Cor Capital Group; 

⦿ Principal, Trestle Point; and

⦿ Vice President, Alex. Brown & Sons.

Frank earned his B.B.A. from Tulane University’s A. B. Freeman School of Business and is based in our new Palm Beach office. 

Frank’s mandate is to deepen relationships with family offices and institutional investors, broaden our distribution capabilities, and accelerate cross-selling between the broker-dealer and the core Planet Wealth platform. 

Looking Ahead.

The Palm Beach office and Frank’s appointment enhance our opportunity to integrate the broker-dealer quickly upon regulatory clearance and to scale our DealRocket and Wealth Builder offerings. We will continue to update you as milestones are achieved. 

Thank you for your continued confidence and support. 

Sincerely, 

Lance Woodson 

Co-Founder and CEO