Palermo Wealth Management, LLC
Who we work with
Pre-Retirees and Immediate Retirees:
Unfortunately pre-retirees and retirees are often targeted by the ‘sales guys.’ They get bombarded with annuities, permanent insurance, and other commission based products that do not fit their needs or benefit them as much as they are lead to believe.
As a result, it requires great attention to detail to prevent harmful products and bad advice that may ruin thirty or more years of hard earned money.
Tell us about your situation during a free “Get Acquainted” Meeting and we can show you how our systems and processes meet your needs.
Young and Saving Professionals:
Setting good habits early in life provides the opportunity for more options, greater financial freedom, and best of all, peace of mind.
Young professionals can face the obstacle of finding a fee-only financial planner due to the lack of a large investment account.
With actionable systems and programs, we provide a place for young professionals to get advice that is tailored to their situation with no minimums and no product pushing.
As a result of our structure you can remove financial doubts, establish a trusting relationship, and move towards your goals with greater clarity and peace of mind.
Palermo Wealth Management offers a no-obligation "Get Acquainted" Meeting. Discover for yourself if our services are right for you. Please call or email to schedule your free, initial meeting.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.