When it comes to your finances, I am certain of one thing. Doing nothing is not a good option. Each individual has their particular expertise and we are best off when we make use of our expertise and find others to assist us in areas where we are not as expert. I don’t self-medicate when I’m sick, and I don’t try to repair my own roof. I call in specialists - people trained and experienced in handling my particular need. My job is to help you assess how you are doing financially, help you set realistic goals, help you stick to a financial plan and structure your assets in a way that protects you. But having enough money to retire is not enough. You need a plan to protect those assets from

Douglas Augenthaler
Chief Portfolio Strategist and Financial Advisor
Palumbo Wealth Management
United States, New York, Great Neck
About Me
Profile Information
Chief Portfolio Strategist and Financial Advisor
Palumbo Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Great Neck
New York
United States
Jan 9, 2025
Keylinks
More profiles to browse
Peter Dizdar
Senior Private Wealth Advisor
Stephen Engel
Senior Private Wealth Advisor
PP
Philip Palumbo
Founder, CEO and Chief Investment Officer
You Might Like
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
RD
Russ Degitz
Principal
Huntington University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors