CoverProfile

Peter Dizdar

Senior Private Wealth Advisor

Palumbo Wealth Management

United States, New York, New York

About Me

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

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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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