Who We Serve
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.
Our 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 Mellon | Pershing, include:
Investments
- Investment consulting
- Tax management
- Asset protection
Family
- Private banking
- Estate and trust planning
- Trust services
- Insurance solutions
- Social Security analysis
- Charitable and philanthropic solutions
- Family governance
Lending
- Lending solutions
- Fully paid securities lending
* Services offered by strategic partners
Health
- Long-term care planning
- Medicare consulting*
- Medicaid assistance*
- Geriatric services*
- Health and wellness*
Business
- Business consulting
- Insurance solutions
- Employer-sponsored retirement plans
- Cash management solutions