Michael Palumbos - Co-FounderMr. Palumbos is a second generation wealth advisor, family business owner, nationally recognized speaker, author and coach. He has appeared in national publications, such as, Family Business Magazine, AdvisorIQ, MyBusiness Magazine, Reuters and Forbes.com.
Michael's firm belief is that traditional financial planning and estate planning is just the beginning for families. He inspires families to create unique visions and leave meaningful legacies of their entire wealth – not just the money or the family business but their knowledge and values.
A graduate of The University of Rochester with a degree in economics, Michael and his wife, Victoria, live in Pittsford and have seven children.
He is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Michael is also securities licensed in CA, FL, GA, IN, MA, NH, NJ, NY, SC, SD, TN, TX and WI. CRN-1760824-041317