Are you appropriately balancing your assets? If you answered NO, or you are not sure, which is the case most of the time, then schedule a FREE consultation with me to audit your current investment strategy. _________________________________________ Philip G. Palumbo is CEO and Chief Investment Officer and the Founder of Palumbo Wealth Management. He served as Senior Vice President and Senior Portfolio Manager at UBS before forming Palumbo Wealth Management, a full-service boutique wealth management firm.
Over the past 20 years, Philip has held senior roles with several major financial institutions and he has successfully assisted families and individuals navigate some of the most challenging market environments in recent history. The leadership Philip provided for his clients during these difficult markets has helped them achieve their most important financial goals as they prepare for retirement.
