Palumbo Wealth Strategies Information

Palumbo Wealth Strategies is an Independent Investment Management firm in the greater Seattle, WA area. We are LPL Financial Advisors that are experienced in helping clients pursue objectives well beyond their investment goals. Our clients range from individuals, corporate executives and small business owners, who benefit from our financial planning process, portfolio management, and personalized client services. As a fully independent and conflict-of-interest free firm, we are able to provide unbiased financial advice while making the best choices for our clients; choices that are tailored to their individual situations and desires. -100% Conflict-Free Asset Management through LPL Financial -Tailored solutions from experienced professionals that are integrated across all aspects of your financial life -A Financial Plan for managing income and expenses, independent of market fluctuations aligned with your values, lifestyle needs and desires. Our clients enjoy personalized financial advice, exemplary service and regular attention from our advisors. This ensures that individual needs are recognized and met in every aspect of the process from information gathering and analysis to needs assessment, planning and review The Palumbo Wealth Strategies team is comprised of industry professionals who provide quality, unbiased advice and guidance to individuals, families and small business owners.