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Palumbo Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 1-10 Employees
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Overview
Headquarters
1010 Northern Blvd Ste 310, Great Neck, ...Phone Number
(516) 629-7073Website
www.palumbowm.comRevenue
<$5 MillionIndustry
About Palumbo Wealth Management
Palumbo Wealth Management is a private wealth management boutique firm dedicated to serving the financial needs of a select group of families and individuals, acting as their personal chief financial officer. The firm offers a comprehensive range of services including retirement planning, business and exit planning, tax planning, estate and trust planning, and asset protection. Their target clients include CEO founders, professionals, dentists, surgeons, and corporate executives. With a focus on partnership and communication, Palumbo Wealth Management aims to provide peace of mind and a clear vision for their clients' financial journeys.Explore more
Palumbo Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Palumbo Wealth Management
<$5M
1-10
Private
-
2019
Killana WilliamsChief Operating Officer & Chief Compliance Officer
Palumbo Wealth Management Tech Stack
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Palumbo Wealth Management is a private wealth management boutique firm dedicated to serving the financial needs of a select group of families and individuals, acting as their personal chief financial officer. The firm offers a comprehensive range of services including retirement planning, business and exit planning, tax planning, estate and trust p... Read More
