Palumbo Wealth Management

Financial ServicesNew York, United States2-10 Employees

Palumbo Wealth Management is a CLIENT-FIRST, private wealth management boutique firm focused on serving the financial needs of a select group of families and individuals as their personal Chief Financial Officer (CFO). With more than 100 years of combined experience, we engage with the best institutions and professionals in the financial services industry to deliver the highest level of service to our clients who are nearing or in their retirement years. The hallmark of Palumbo Wealth Management is Gr

At Palumbo Wealth Management, our philosophy is simple: we work hard to first, PROTECT; second, GROW; and third, TRANSFER our clients’ assets based on their wishes. We believe in being direct and to the point, and in keeping it simple. We accomplish this by partnering with the best institutions and professionals in the wealth management industry to deliver strength in all we do and deliver world-class investment services to you, our clients.

Palumbo Wealth Management, LLC (“PWM”) is a registered investment advisor. PWM provides investment advisory and related services for clients nationally. PWM will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://palumbowm.com/

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