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

Where Are We Going? | June 25, 2022

Where Are We Going? We suffered the great exasperation of hearing parts of Fed Chair Powell’s Humphrey-Hawkins testimony in front of the Senate on Wednesday. Fortunately, we managed to miss some of it, but rather than a session to better understand our current economic problems, it became a series of political advertisements, each charging the […]

How Long? How Bad? | June 18, 2022

How Long? How Bad? As we have stated numerous times, we are faced with a menu of bad options. After 20+ years of ever-increasing, Fed-induced, financial largesse, inflation has turned the tables and we face the inevitable reversal of that largesse. There are no good options. The Fed will remain optimistic to the end, but […]

It’s Going to Be a Crash Landing | June 7, 2022

Bloomberg Interview | It’s Going to Be a Crash Landing Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins Bloomberg to discuss the Fed’s actions, inflation and markets. Please Click Here to Listen.