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The True Meaning of Wealth: A Conversation with Peter Ward | Philip Palumbo

Peter Ward is the founder and CEO of SoHo Dragon, a New York City-based IT solutions and staffing firm focused on helping CXOs and technical teams obtain as much value from the Microsoft Cloud as possible.
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    Palumbo Wealth Management

    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). The hallmark of Palumbo Wealth Management is PARTNERING TO ACHIEVE PEACE OF MIND.

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    • SERVICES
    • Advanced Planning Team
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    • Business & Exit Planning
    • Investment Process
    • Tax Planning
    • Estate and Trust Planning
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    • Family Governance
    • Digital Experience
    • WHO WE SERVE
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    • Professionals
    • Dentists
    • Surgeons
    • Corporate Executives
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