Kathleen Palumbo and Peter Charles Palumbo have been providing customized investment and estate planning strategies for their client’s families for over 25 years.
Throughout their careers they have assisted clients in building long-term portfolios to help address their life-long financial objectives.
With the addition of Elizabeth Ehlen, Registered Client Associate, they have created a dynamic team that delivers comprehensive financial advice and service.
Their family-focused investment practice is fully-customized to help clients through the four important phases of wealth management.
- Growth and creation
- Protection and Preservation
- Distribution during the client’s lifetime
- Careful and efficient legacy planning
With an emphasis on Wealth Education, they understand that establishing a relationship of trust is the first requirement in a profession that requires not only knowledge, but also good judgment, transparency, and personal accountability. Acting in each client’s best interests is the foundation of their family-focused investment practice.
The Palumbo Group sincerely appreciates your allowing their family to help protect your family.
