Susan Palombo, CFP®, CIMA®, CPWA®, helps successful families achieve long-term financial goals through personalized wealth management built on honesty, integrity, and genuine care. With specialized expertise in advanced planning, philanthropy, and tax-aware investing, Susan creates strategies tailored to your unique situation. Whether you’re planning for retirement, supporting future generations, or building a lasting legacy, she provides clear, confident pathways to your financial future.
Financial &
Tax Planning
Helping clients achieve short and long-term goals through strategic planning
and tax-efficient investing.
Legacy
Planning
Educating clients on different strategies for structuring wealth to mitigate
their estate tax liability.
Investment
Management
Constructing bespoke portfolios using a blend of asset classes to increase client's after-tax returns.
Case Studies:
When wealth creates complexity, you deserve a plan that creates clarity. We help clients simplify decisions, coordinate strategy, and stay focused on what matters—today and for generations. Read our case studies to learn how we've helped people like you.