Nicholas Palumbo is a partner at Opus Advisory Group, LLC, located in Purchase, N.Y. Nick has dedicated his nearly 25 year career to providing specialized financial counsel and resources to help client partners build wealth and reach financial independence. He brings considerable wealth building and corporate benefits experience to the Opus team. His top priority lies only in empowering his clients with the tools and information needed to make sound financial decisions to achieve their desired wealth goals. Professionalism and high standards for service and ethics have earned Nick recognition from his peers and leading industry groups.
Nick specializes in wealth building and offers his financial acumen and a full portfolio of services and products to a diverse client base. He utilizes a variety of skills and established methods to help clients obtain a clear holistic view of their entire financial landscape, educating and enabling them to set goals towards achievable wealth objectives. He consistently exceeds the expectations of the successful professionals, business owners and retirees he serves. His proven performance record is a testament of his knowledge, expertise and commitment to advancing clients’ financial well-being.
Thorough and innovative, Nick produces measurable returns for clients through a unique macro-economic planning process. Through this process, the client can expect to receive numerous benefits, such as, increased efficiency of dollars, tax savings strategies, risk management and ultimately control over their finances.
Nick operates his practice with paramount integrity and honesty and through his consistent efforts and reputation for extraordinary service; he has built solid client and professional relationships that have allowed him to expand his business exponentially.
Prior to Opus, Nick was President of Westchester Advisory Group which merged with The Aileron Group, Inc. in 2001 to form Opus Advisory Group.
A highly regarded and accomplished financial services professional and leader, Nick has received numerous honors in recognition of his accomplishments. He is a member of the exclusive The Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®, a privilege earned only by a small percentage of all life insurance and financial services advisors worldwide. He has also earned membership in MDRT’s prestigious Top of the Table for the last seven years, a distinction placing him in the top 0.2 percent worldwide in his profession.
Throughout his career, Nick has made numerous contributions of his time and specialty to further financial industry best practices. Nick is also a member of the National Association of Insurance and Financial Advisors, the nation’s largest financial services association. At the request of several financial groups and business owners, Nick has been a guest speaker on a variety of fiscal topics.
Active in his community, Nick contributes to various charities and organizations in his area. In 1996, he co-founded The Opus Foundation, the charitable arm of Opus Advisory Group. To date, more than $500,000 have been raised and donated to numerous local and national children’s charities. Through the Opus Foundation, Nick offers clients insights into the best means of establishing personal charitable foundations and helps clients strategize their philanthropic endeavors and fulfill their personal charitable endeavors.
Nick is a graduate of Adelphi University where he earned his BS in Finance and Economics.
In his spare time, Nick enjoys playing golf, coaching his son in football and baseball and is a black belt in the martial arts. He also enjoys spending time with his family, wife Linda, and children, Joseph and Lia. Nick and his family reside in Westchester County, New York.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.