Meet the Founder

A BETTER, MORE COMPLETE APPROACH.

HOLISTIC FINANCIAL PLANNING THAT UNDERSTANDS THE BIG PICTURE.

As an experienced leader for major financial services companies, with decades of success guiding clients through often tumultuous markets, Nicholas Palumbo realized two inarguable truths.  He 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.

NICHOLAS PALUMBO

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.

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