Palumbo Wealth Management LLC

Palumbo Wealth Management, LLC is a registered investment advisor established in November 2019 and registered in January 2020. The firm specializes in offering investment advisory services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards clients. PWM provides wealth management services, including discretionary investment management and financial planning. The firm's investment strategy involves long-term focus, utilizing mutual funds, ETFs, individual equities, and bonds. PWM may recommend the use of independent managers for client portfolios. The firm charges advisory fees ranging from 0.50% to 1.75% annually based on various factors. PWM does not charge performance-based fees and does not manage proprietary investment funds. Clients must have a minimum relationship size of $500,000, which may be reduced at the advisor's discretion. PWM does not accept custody of client accounts, except for specific circumstances related to fee deductions and money movement. The firm has a Privacy Policy in place to protect clients' personal information and maintains security measures to safeguard data. Clients have the right to limit the sharing of their personal information. For more details, clients can contact the advisor at (516) 629-7536.