Broker Check

HELPING FAMILY BUSINESSES 
THRIVE.

We guide family business owners, their next-gen and leadership team to create agile growth, stronger families, greater wealth & a living legacy.

From one generation to another comes big transition. We’re well-versed in the technical strategies that family businesses can use to pass the financial assets of the company and the family efficiently, effectively and equitably.

During life’s big changes, we’re with our clients every step of the way.

YOUR TEAM

Michael Palumbos, ChFC®, CBEC®

Michael Palumbos, ChFC®, CBEC®

Family Wealth Advisor
Gravitas Certified Coach
Kay Pfleghardt, CFP<strong>&#174;</strong>

Kay Pfleghardt, CFP®

Private Wealth Services Advisor
NextGen Leadership Consultant
Edward Denning

Edward Denning

Family Wealth Advisor
Timothy S. Johnson, J.D.* CRPC&#160;

Timothy S. Johnson, J.D.* CRPC 

Chief Investment Strategist
Thomas Smith

Thomas Smith

Retirement Plan Specialist
Todd Sloth

Todd Sloth

Family Wealth Advisor
Daniel Prisciotta, CFP&#174;, CPA*, PFS, ChFC&#174;, CBEC&#174;

Daniel Prisciotta, CFP®, CPA*, PFS, ChFC®, CBEC®

Director of Investment Banking and Mergers & Acquisitions
Donna L. Rowan, J.D.*, LL.M., CLU&#174;, ChFC&#174;

Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®

Advanced Planning Attorney
James Gasparotto

James Gasparotto

Director of Business Planning
Jeffrey P. Trombetta, CIMA&#174;, CRPC, CFP&#174;

Jeffrey P. Trombetta, CIMA®, CRPC, CFP®

Director of Financial Planning
Hope Thompson

Hope Thompson

Practice Manager
Amy Kennedy

Amy Kennedy

Client Relations Manager

* Licensed, not practicing

FAMILY

A family’s building blocks are the social, intellectual and relational capital of everyone within your clan. We want to help you create it, and keep it.

WEALTH

As a family business, your company is your biggest asset. We know wealth consists of your personal financials outside of the company too. The interaction between the two can be complicated. We want to help you grow it and protect it.

LEGACY

A family's balance sheet flourishes when it is focused on complete wealth. Your legacy is your family’s core values, responsible behaviors and community involvement. We want to help you nurture it and share it.

THE FAMILY, WEALTH & LEGACY DIFFERENCE

CRN-3160157-071320