Making Work
Optional For Founders and Professionals
A strategic, research-driven approach to retiring with clarity, confidence, and long-term security.
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Making Work
Optional For Founders and Professionals
A strategic, research-driven approach to retiring with clarity, confidence, and long-term security.
Contact Form
We will get back to you as soon as possible.
Please try again later.
AS
FEATURED
IN
Trusted insights featured on the world’s leading financial news platforms.
We Operate as
Your Personal CFO
Palumbo Wealth Management serves as your personal chief financial officer — your direct “go-to” advisor for protecting, accelerating, and maximizing your business, financial, and personal value.
We focus on the three areas that define a founder’s ability to retire well:
Your Business
Ensuring it is strong, strategic, and positioned as a best-in-class asset.
Your Wealth
Designing a tax-efficient, long-term plan tailored to your goals.
Your LIFESTYLE
Aligning your finances with the lifestyle you want beyond work.
By integrating these interconnected areas, we remove uncertainty and give you the confidence to pursue a work-optional lifestyle on your terms.
Your Business Funds Your Future
We Help Make Sure Both Are Best in Class
For most founders, the business is the engine that drives retirement.
Our process strengthens your business readiness and creates a wealth strategy that supports lifelong security.
We help you
- Understand when work can become optional
- Prepare for a transition or liquidity event
- Maximize after-tax outcomes
- Build a retirement strategy that supports your lifestyle long-term
A Clear Framework for Making Work
Optional
Step 1: Deep-Dive Discovery
Your goals, business timeline, and retirement vision.
Step 2: CUSTOM WEALTH BLUEPRINT
A personalized, tax-efficient investment and retirement strategy.
Step 3: ONGOING GUIDANCE
Your plan evolves as your business and life evolve.
Who We Serve
Founders, Business Owners, and High-Earning Professionals Who Want:
- A clear, strategic path to retirement
- Guidance before a business sale or transition
- Tax-smart strategies for long-term wealth
- Confidence about when work becomes optional
Your Next Chapter Starts With a Simple Conversation
If you’re planning for retirement or preparing for a transition, now is the time to build the right strategy.
Palumbo Wealth Management Is Here to Help
Contact Form
We will get back to you as soon as possible.
Please try again later.
