Matthew Palumbo

AWMA
Retirement, Investing, Lifestage Based Planning
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“Matthew Palumbo is the CEO and Founder of Esoteric Wealth Partners. Matthew advises clients as a trusted Accredited Wealth Management Advisor, specializing in Retirement, Lifestage Based Planning, and Investing.”
Firm:

Esoteric Wealth Partners , LLC

Job Title:

Owner/ Wealth Manager

Biography:

Matthew has been in the financial services industry for 11 years and has been working with clients in Washington, Oklahoma, New York, New Jersey, Virginia, and Florida. He got his start with Edward Jones, then served as an Independent Financial Advisor for LPL Financial.

His goal in working with clients is to help them take a comprehensive approach to strategically develop a financial plan that helps grow, manage, and accumulate wealth through solutions that matches the client’s financial needs. Matthew focuses on building great relationships that cater to individual needs. Matthew has an Bachelor of Science in Business with a focus in Finance from The University of Phoenix, Arizona.

As a prior Naval Intelligence Specialist, Matthew has developed a unique insight into the Science & Technology field on a global level. Matthew lives in Snohomish, Washington. His passions include golf, skiing and playing with his toddler Grayson.

Education:

BS, Business with focus in Finance, University of Phoenix

CRD Number:

5069134

Insurance License:

#254054

Disclaimer:

Esoteric Wealth Partners LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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    Investing, Choosing an Advisor
Why do my advisors make most of their trades at the end of the month?
80% of people found this answer helpful

Every advisor places trades at different times which can be dependent on a few variables. A few of these variables coule be based on the advisors outlook on the current market conditions, your risk assesment that should have been done when you opened your investment account, and lastly dependent on the type of investment account in either a qualified account or non-qualified account taking into consideration short-term and long-term capital gains tax. You should consult your investment professional and tax professional for further information pertaining to you.

Thank You,

Matthew T. Palumbo, AWMA®
Wealth Manager
 

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained constitutes a solicitation, recommendation, endorsement, or offer by EWP or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

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