Wealth Investment Management Long Island | Estate Financial Planning

HOW WE CAN HELP YOU

A Clear Vision

A century of experience combined to embrace and manage all your financial concerns – from wealth-building to retirement and beyond. Learn more

A Disciplined Approach

Our proprietary 50+ year research study and its proven data becomes the backbone of your financial decisions. Learn more

A Secure Platform

Your wealth is protected by a world-class platform and our lawful obligation as legal fiduciaries to only offer conflict-free advice. Learn more

Insights

Coasting Down the Mountain | October 8, 2022

Coasting Down the Mountain While you probably don’t read the financial news every day, if you did, I suspect that by this point you would be surmising that the Fed is a bunch of bumbling idiots. I’m here to tell you that they are not. They are incredibly bright individuals that probably have too much […]

Trees Don’t Grow to the Sky | October 1, 2022

Trees Don’t Grow to the Sky We lead off this week with a confession. What follows is not original. We are paraphrasing a terrific report that came from the Federal Reserve earlier this month, titled “The coming long-run slowdown in corporate profit growth and stock returns”. The report very clearly highlights the longer-term impact of […]

CNBC Worldwide Exchange Interview | September 30, 2022

Palumbo: We’re likely going to see a profits recession in this current market environment. Please Click Here to listen to today’s interview with PWM’s CEO and CIO, Philip Palumbo, as he joins CNBC’s Worldwide Exchange to discuss the current market environment and the possibility of a profits recession in the coming year. Highlights and topics of discussion […]