Palumbo Wealth Management LLC

Douglas Augenthaler is a CFP® and CFA® with four years of industry experience. He has worked at Palumbo Wealth Management LLC since 2020 and previously spent seven years at Highbrace Advisors LLC. Palumbo Wealth Management provides discretionary wealth and investment management services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using a range of instruments including mutual funds, ETFs, equities, bonds, options, and private investments.

Peter Dizdar is a financial advisor with Palumbo Wealth Management LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at several firms including Private Client Services, LLC and TrueNorth Financial Solutions. Dizdar serves as vice president of the Association for Croatian American Professionals, where he helps organize social events to increase chapter awareness. Palumbo Wealth Management provides discretionary wealth and investment management to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers customized, long-term portfolio management combined with financial planning and retirement-plan advisory services.

Killana Williams is a financial advisor at Palumbo Wealth Management LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. from 2014 to 2020. Williams is also a registered representative with Private Client Services. Palumbo Wealth Management provides discretionary wealth and investment management to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using mutual funds, ETFs, individual equities and bonds, options, and private investments.

Philip Palumbo is a CFP® and Series 66-licensed advisor with 25 years of industry experience. He is a principal at Palumbo Wealth Management LLC, where he has worked since 2020, following a decade at UBS Financial Services Inc. In addition to his advisory role, he conducts insurance sales on a part-time basis. Palumbo Wealth Management provides discretionary wealth and investment management to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, customized portfolio construction utilizing mutual funds, ETFs, equities, bonds, options, and private investments, and offers financial planning and retirement-plan advisory services.

Stephen Engel is a financial advisor with Palumbo Wealth Management LLC in Great Neck, NY, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Private Client Services LLC and TIAA-CREF. He serves on the board of the Mid Island Y Jewish Community Center. Palumbo Wealth Management provides discretionary wealth and investment management to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm offers customized, long-term portfolio management combined with financial planning and retirement-plan advisory services, utilizing a range of investment vehicles including mutual funds, ETFs, equities, bonds, options, and private investments.