Vince Palumbos Csa® Wealth Manager With Novem Group Email & Phone Number

O: 585-348-9525/Direct 585-348-9423/ vpalumbos@novemgroup.comI bring over 40 years of business and financial experience to our private practice. My partner and I primarily advise successful business owners and professionals, who among other things, wish to have a work-optional lifestyle. We have developed and refined our Four D platform that helps us to achieve a consistent and repeatable process. The Four D's are Discover, Define, Develop and Deploy.DISCOVER: You, your family, special needs,business, profession, community and outreach activities, and legacy planning.DEFINE: Executive summary clearly reiterating the discovery and laying the groundwork for a successful plan showing where you are today and where you want to be.DEVELOP : Having the vision of who you are, where you are, what you what to accomplish and where you would like to be gives us the knowledge to design a plan that will help you achieve your objectives.DEPLOY: Putting the pieces together in a logical and clear format so we can effectively and consistently deliver an honest result. Efficiently implement your plan.Repeat the process to insure adjustments keep you focused on your objectives.Securities offered through American Portfolios Financial Services, Inc. (APFS), Member: FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Any opinions expressed in this forum are not the opinion or view of APFS, APA or Novem Group and have not been reviewed by the firm for completeness or accuracy. Any comments or posts are for informational purposes only, and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise their own judgment

Listed skills include Finance, Wealth Management, Leadership, Investments, and 4 others.

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  Cambridge College

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