Palumbo Wealth Management Email Format

Financial ServicesNew York, United States2-10 Employees

Palumbo Wealth Management is a private, client-first wealth management boutique that acts as a personal chief financial officer for a selective group of families and individuals, especially those nearing or in retirement. The firm brings together more than a century of combined experience and collaborates with leading institutions and professionals to deliver professional wealth management services. As a registered investment adviser, Palumbo Wealth Management provides investment advisory and related services to clients nationally, operating from Great Neck, New York. Its guiding philosophy centers on protecting assets first, then growing them, and finally transferring wealth according to clients' wishes, achieved through relationships with institutions and professionals in the wealth management field. The firm maintains all applicable registrations and licenses required by the states in which it operates.

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