Tom Palumbo Email & Phone Number

The mission of 3 Dimensional Wealth Advisory, is to help create and preserve the values and valuables of families in perpetuity. 3 Dimensional Wealth Advisory is a "total wealth" management firm with a unique approach to financial planning. By redefining wealth in 3 dimensions, one must look beyond the traditional, 1 dimensional approaches to managing financial wealth, and incorporate one’s personal and social wealth. Our incorporation of values based planning will provide a practical path for preparing heirs to create, protect and preserve their own 3 dimensional wealth. Total wealth management services we offer include: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services.3 Dimensional Wealth Advisory and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody SolutionsAdvisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100For additional information on services, disclosures, fees, and conflicts of interest, please visit:https://link.edgepilot.com/s/1b0b34a0/chkWzgpyE02t7cURgl8PPA?u=http://www.vanderbiltfg.com/disclosures

Listed skills include Investment Advisory, Alternative Investments, Wealth Management, Investments, and 16 others.

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  Vice President

  Diefendorf Capital Planning Associates

  New York, Ny, Us