YOU work hard to build your wealth.
WE work hard to
Palumbo Wealth Management assists select families and individuals who are nearing retirement or are currently retired. A large number of our clients are dentists, physicians and business owners. Our clients appreciate our sophisticated but straightforward and simple approach to wealth management. We help our clients not only with their investment needs, but go beyond that to focus on advanced planning for taxes, wealth enhancement, wealth transfer, charitable giving and family governance. We are established to not only assist our clients, but also their children and grandchildren for many years to come.
Palumbo Wealth Management is pleased to provide BNY Mellon | Pershing as custodian and offer private banking services to our clients. Many of the world’s most sophisticated and successful financial services firms rely on BNY Mellon | Pershing for their clients. BNY Mellon | Pershing is an indirect wholly owned subsidiary of BNY Mellon Corporation and it serves the foremost wealth managers, RIA, family offices and investment advisors in 35 countries around the world. As one of the world’s most respected financial institutions, BNY Mellon is a world-renowned leader in investment management and investment research and its strength dates back to its founding by Alexander Hamilton in 1784. BNY Mellon has $35.8 trillion in assets under custody and/or administration and $1.9 trillion in assets under management.
By having the strength of BNY Mellon | Pershing safeguarding our clients’ assets and offering our clients access to BNY Mellon’s Private Bank resources, Palumbo Wealth Management can operate from a position of maximum strength.
Our time-tested formula is designed to take the complexity of wealth management and break it down into simple language that our clients can easily understand. We want to review not just your investment plan, but every aspect of your life that has to do with your wealth.
Our Wealth Management Consultative Process employs a comprehensive series of steps to uncover any gaps that our clients may be exposed to as it relates to their life and financial goals.