How We Help You

01
A Clear Vision

This begins with our clients sharing with us their vision for their life and our responsibility is to make it a reality.

02
A Disciplined Approach

Our 50 plus year research study that gives us the edge we need to assist our clients in accomplishing their vision.

03
A Secure Platform

Working with BNY Mellon’s Pershing gives our clients the comfort to know their money is protected with a world class financial institution and we provide conflict free advice as legal fiduciaries.

THE PWM
WEALTH MANAGEMENT FORMULA

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.

THE PWM
5-STEP CONSULTATIVE PROCESS

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.

OUR EXPERIENCE

With more than 100 years of combined experience, we have earned the industry’s most respected credentials from the Chartered Financial Analyst Institute, Certified Financial Planning Board and Masters of Business Administration from private Ivy League Universities.

WHO WE SERVE

FAMILIES

INDIVIDUALS

PROFESSIONALS & ENTREPRENEURS

Palumbo Wealth Management assists select families and individuals who are nearing retirement or are currently retired as their personal chief financial officer (CFO). A large number of our clients are dentists, physicians and business owners.

HOW WE COMMUNICATE

STRAIGHT TALK is a core value of our practice and it is the foundation for building strong, healthy relationships for years to come. This is what we promise you. However, our philosophy is to go ABOVE AND BEYOND. Our door is always open if you need to speak with us or meet in person.

6/4/2
Bi-monthly calls to check in, provide quick updates and discuss a financial planning theme, Quarterly reviews, Two face-to-face meetings

PWM’S
Observations newsletter delivered weekly to your e-mail

Direct
phone calls, e-mails and conference calls during volatile market periods

Quarterly
market update conference calls

Annual
investment event

Special
educational events throughout the year

Guest
speaker events

PWM SERVICES

Palumbo Wealth Management offers our clients a range of services that focus on wealth enhancement, tax management and cost savings; wealth transfer to a surviving spouse and to the next generation of family members; wealth protection using insurance and portfolio strategies; and charitable giving strategies to maximize the power of gifts. The wide array of services we offer, either through work with our Advanced Planning Team or the services provided by BNY MellonI Pershing, include:

PERSONAL CHIEF FINANCIAL OFFICER

We operate as your personal chief financial officer (CFO), your “go-to” person for any financial need you might have. We will guide you and your family to the right decisions not only for your investments, but also on your tax mitigation opportunities, estate and trust planning, family governance, asset protection, long-term care planning, Medicare, Medicaid and Social Security planning, and your philanthropic goals. We believe strongly that serving as your personal CFO will take the burden off your shoulders of you managing every piece of your financial life, thus freeing you to live your best life during your retirement years.