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Psychology

The Psychology of Selling Your Business: What Every Business Owner Must Know! with Dennis O’Rourke | Philip Palumbo

Dennis O’Rourke is a Partner at Moritt Hock & Hamroff LLP where he serves as Chair of the firm’s Corporate, M&A, and Securities Practice Group.
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Behavioral Finance with John Nersesian | Philip Palumbo

John Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals.
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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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    • Tax Planning
    • Estate and Trust Planning
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    • Digital Experience
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