Pasquale Palumbo, Wealth Advisor, CPC Wealth Management

Pasquale Palumbo, Wealth Advisor, CPC Wealth Management Wealth Manager and Investment Advisor focusing on Financial Planning Knowledge is the key to a successful financial future.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies a

nd/or focus on one specific area of need. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
06/03/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

06/03/2026

The latest issue of Market Month is available.

06/02/2026

If you are self-employed, you generally must file a Schedule SE, Form 1040, and pay an additional tax on your self-employment income. The federal government uses this tax to fund Social Security and Medicare benefits. The self-employment tax rate on net earnings is 15.3%, with 12.4% of this rate for...

06/01/2026

Securities-based lending can be used as a bridge financing solution for your home purchase.

05/31/2026

A "Roth 401(k)" is simply a 401(k) plan that allows employees to designate all or part of their elective deferrals as qualified Roth 401(k) contributions. Qualified Roth 401(k) contributions are made on an after-tax basis, just like Roth IRA contributions. This means that there's no up-front tax ben...

Dan & I will be teaming up behind the bar for this great cause! Come by! Will be a fun night! #🍹 Our next guest barten...
05/30/2026

Dan & I will be teaming up behind the bar for this great cause! Come by! Will be a fun night!
#🍹 Our next guest bartenders are bringing serious community energy to Sips & Tips for Wishes 👀✨

We’re excited to welcome Linking the Hudson Valley to the lineup - a networking community known for bringing people together and creating meaningful connections across the Hudson Valley. 💙

Now, they’re taking that community spirit behind the bar for one unforgettable summer night - mixing drinks, raising tips, and helping grant life-changing wishes for local children with critical illnesses.

☀️ The Sailhouse | Tarrytown, NY
☀️ Thursday, June 11 | 5:30–8:30 PM
☀️ Free admission | Tips support wishes

Come sip, mingle, and soak in the summer vibes with cocktails, mocktails, delicious bites, family-friendly fun, wish moments, and a waterfront setting at The Sailhouse that makes this night one you won’t want to miss ✨

Trust us - the lineup keeps getting better. Stay tuned for more featured bartenders coming soon 👀

CocktailsForACause

05/30/2026

See key market data for the week ending May 22, 2026.

05/29/2026

Understanding how these two concepts work can help you put together a portfolio that targets your specific needs.

05/28/2026

The history of estate taxes in America has been a long and winding road.

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45 Knollwood Road, Suite 101
Elmsford, NY
10523

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