A complete list of active advisors currently associated with Palumbo Wealth Management LLC

Warmer can help you find a great advisor at Palumbo Wealth Management LLC or one who fits your needs even better.

Palumbo Wealth Management is an SEC‑registered advisory firm with roughly $543 million in discretionary assets and a five‑adviser team that serves high‑net‑worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, investment management, financial planning, and retirement plan advisory services, including ERISA 3(21)/3(38) plan roles. PWM follows a predominantly long‑term, discretionary investment approach while constructing customized portfolios from mutual funds, ETFs, individual equities and bonds; the brochure also discloses that the firm may utilize options, private investments, and other derivatives as appropriate. PWM may implement portions of client portfolios through unaffiliated Independent Managers and states it conducts initial and ongoing due diligence and oversight of those managers. Distinctive disclosures in the brochure include an explicit discussion of derivatives and their risks and the use of a third‑party platform (Pontera Solutions) to facilitate advisor access to held‑away participant accounts without custody. The brochure also notes that PWM may compensate referral sources in accordance with Rule 206(4)‑1 and that the firm maintains institutional relationships with Pershing and Schwab from which it receives certain economic benefits.

To learn more about the advisors currently working at Palumbo Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.