YOU work hard to build your wealth,
WE work hard to
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 PARTNERING TO DELIVER STRENGTH.
Palumbo Wealth Management assists high-net-worth and ultra-high-net-worth 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.
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.