As a Senior Wealth Advisor at Palumbo Wealth Management, I focus my my efforts as my clients’ personal CFO, helping them and their families achieve what we all want regardless of income or status; peace of mind. I am grateful we can help accomplish this by looking across the broad spectrum of Wealth Management encompassing Financial Planning, proprietary Investment Management models, Tax & Estate Planning, Alternative Investments and Risk Management. My team and I offer this all while operating as a fiduciary for our clients and prospects, which is of utmost importance at our firm. Palumbo Wealth Management provides affluent individuals, corporate executives, successful small business
Peter Dizdar
Senior Private Wealth Advisor
Palumbo Wealth Management
United States, New York, New York
About Me
Profile Information
Senior Private Wealth Advisor
Palumbo Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Aug 16, 2024
Work Experience
Palumbo Wealth Management
Senior Private Wealth Advisor Feb 2021 - Present
Email: peter.dizdar@palumbowm.com
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