Two recognized wealth management leaders for major financial services companies, each with decades of success guiding clients through often tumultuous markets, realized two inarguable truths. They saw a better way to serve clients. And realized that even the most successful firms weren’t focused on critical threats to their clients’ financial goals. Today our lives are more complex than ever, the challenges are bigger than ever, and avoiding a potentially fatal financial disconnect requires a fresh customer-centric approach; Macro-economic leadership rooted in holistic best practices. To meet this challenge Truvium Financial Services was born.
In a career spanning over thirty years, Nicholas Palumbo has been recognized by his peers and industry groups as a performance-proven and battle-tested financial services leader. His expert counsel and highest ethical standards combine to empower clients with tools and information to build wealth and achieve financial freedom by making better decisions. Decisions that, beyond building wealth, look beyond it to the biggest picture. Clients living happier, more secure lives with financial confidence, enriching their lives every day. As an experienced financial advisor to individuals and corporate clients of all sizes, Nick brings passion and a steady hand leading a wealth management company that does it better, for the right reasons.
Since beginning his financial career in 2004, Jeffrey Kronenberg has set the bar high and never stopped raising it. Success shows clearly in recognition by both peers and industry groups for rare macroeconomic leadership and insight. Individuals and their families and business clients of all sizes know him as their financial advocate, committed to the truth and to leveling the playing field in a game that often appears stacked against them. The biggest rewards of all, coming in the ability to reduce stress in his clients’ lives, replaced by financial confidence, enriching the quality of their lives today and tomorrow. Now more possible than ever before, with a wealth management company that puts clients first.