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Palumbo Wealth Management
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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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Unlocking Value in Private Equity Portfolio Companies with Nick Leopard | Philip Palumbo

Unlocking Value in Private Equity Portfolio Companies with Nick Leopard | Philip Palumbo Click Here to view our Podcast.   In 2009, Nick Leopard set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. He was […]
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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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    1010 Northern Blvd., Suite 310, Great Neck, NY 11021

    • SERVICES
    • Advanced Planning Team
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    • Tax Planning
    • Estate and Trust Planning
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    • Digital Experience
    • WHO WE SERVE
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