palumbo group
st. louis old court house and arch

Who We Are

We help high-net worth individuals, multiple generations of families, and successful women who need thoughtful consideration and careful planning regarding their financial future by offering meaningful financial guidance and personalized financial strategies and solutions and financial planning services, including design, implementation and management in order to achieve what’s most important to you and your family.

Recent Insights

AWARDS AND RECOGNITION

Force For Good: Kathy Palumbo Honored by Rosati-Kain Academy

Legacy Award recognizes decades of leadership, service, and financial advocacy

Our very own Kathy Palumbo, Financial Advisor and Executive Director of Investments, was recently honored with the Legacy Award from her alma mater, Rosati-Kain Academy. It is a recognition that reflects decades of leadership, service, and an unwavering commitment to helping others succeed.

Her career has taken her from nursing to nearly three decades as a Financial Advisor at Oppenheimer, where she has built a practice grounded in integrity, education, and advocacy. She has also dedicated herself to expanding financial literacy for women through Palumbo University and to strengthening the St. Louis community through board leadership, scholarship support, and fiduciary ethics initiatives.

For those interested in her full story, the PDF below offers a detailed look at her career path, her values, and the impact she continues to make. It includes a Q&A that captures her perspective on service, financial empowerment, and what drives her work today.

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PHILANTHROPY

WITH GRATITUDE...

As part of our Women & Investing: Education Series

Get a pizza, we give a pizza!

For every frozen pizza purchase that you receive, an identical pizza will be donated to one of our local food banks in your name. Currently, pizzas are being provided to St. Patrick Center, however, donations rotate among local benefitting food banks.

We sincerely hope you and your family will enjoy the pizzas. We have engaged a local, women owned restaurant here in St. Louis to provide these pizzas to you, Katie’s Pizza Restaurants.

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