Palumbo Wealth Management
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Palumbo Wealth Management is a client-first private wealth management boutique firm located in Great Neck, NY, dedicated to serving the financial needs of a select group of families and individuals. With a seasoned team boasting over 100 years of cumulative experience and diverse certifications, they function as personal chief financial officers, focusing on optimizing financial value and ensuring peace of mind for their clients.
The firm offers a comprehensive range of services including investment planning, tax optimization, estate and trust planning, and business exit strategies. By emphasizing a consultative process and clear communication, Palumbo Wealth Management aims to transform the wealth management experience by addressing every aspect of their clients' financial journeys.
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