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

Broaden Your Horizons
Asset Management

April Volatility: Implications for Fixed Income Investors

Oppenheimer Asset Management | May 07, 2025
Wealth Management

Municipal Bonds 101: A Haven for Investors

Oppenheimer & Co. Inc. | May 27, 2025
Oppenheimer

The Case for Private Credit with Lawrence Golub

Oppenheimer & Co. Inc. | May 15, 2025
UPCOMING EVENT

Understanding the Changing Drivers of Market Trends

Tuesday, June 10th, 2025 4:30 –6:30 pm
Five Iron | 8011 Forsyth Blvd. | Clayton, MO 63105


Are you interested in supporting local charities? Do you want exclusive access to the new Five Iron Golf?

Join us for whatever drives you!

Please RSVP to [email protected] or (314) 854-3722 by June 3rd.We will be making a charitable contribution in your name to our local educational partners!



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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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