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Boutique Firm Service, Large Firm Experience and Capabilities

Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning. 

Our clients benefit from our unique technical capabilities and our love of everything family and business.

We understand, better than most, that family businesses require a different set of skills than non-family owned companies.  

We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.

Your Team

Michael Palumbos

Michael Palumbos

Family Business Advisor

Amy Kennedy

Amy Kennedy

Director of Client Relations

Hope Thompson

Hope Thompson

Investment Operations Manager

Kristina Rocci

Kristina Rocci

Marketing Content Manager & Family Biz Show Producer

Your Specialists

Timothy  Johnson

Timothy Johnson J.D.*, CRPC

Chief Investment Strategist

Daniel  Prisciotta

Daniel Prisciotta CFP®, CPA*, CBEC®

Director of M&A and Investment Banking

Mark Bronfman

Mark Bronfman CPA*

Director of Employee Compensation & Incentives

Your Planning Team

Jeffrey Trombetta

Jeffrey Trombetta CIMA®, CFP®, CRPC

Director of Investment Planning

Dianna Parker

Dianna Parker CFP®

Director of Financial Planning

James Gasparotto

James Gasparotto

Director of Business Planning

Donna Rowen

Donna Rowen J.D*, LL.M., ChFC®

Advanced Planning Attorney