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Michael Palumbos Family Wealth Advisor
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Business description
Everything we do is designed to support and strengthen Your Family, Your Wealth and Your Legacy.
We believe it's simple...if you boil all of your assets down to a basic level, you would have your money, your knowledge and your values. If you could only pass two of those assets to your grandchildren...which two would you choose? If you believe that it is just as important to focus on preserving the families knowledge and values as it is to figure out the best tax strategies to pass your money then we should talk.
General information
- Business Services Financial Investment Advice Financial Advisory Services
| Estimated number of employees: | 2 to 4 | |
| City / suburb: | Rochester, NY | |
| County: | Monroe |
Wealth Advisory Services, Estate and Legacy Planning, financial planning services, investment management, Family Facilitators
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