Wealth Management

Protect your assets professionally.

Wealth management is an investment advisory discipline that incorporates financial planninginvestment portfolio management and a number of aggregated financial services for high net worth individualssmall business owners and families who desire the assistance of a credentialed financial advisory specialist.  Suggestions are listed below:

Marc Penziner

Marc Penziner
Principal
Bernstein Global Wealth Mgmt
A Unit of AllianceBernstein, L.P.
1345 Avenue of the Americas
New York, New York 10105
(212) 969-6655
Marc.Penziner@Bernstein.com
Bernstein.com

Marc Penziner is a Financial Advisor in Bernstein Global Wealth Management’s New York office, providing asset allocation and wealth planning advice to individuals, families, endowments and foundations, and entrepreneurs. Prior to assuming his current position in 2009, he was a client advisor, and before that he was a senior associate from 2004 to 2006; he joined the firm in 2003 as a private client associate. Previously, Penziner was an account executive for Katz Media Corp. in New York City and Washington, D.C., with a focus on national and local political campaigns. Penziner earned a BS, cum laude, in media management from the S.I. Newhouse School of Public Communications at Syracuse University, where he was a Chancellor’s Scholar. He is a member of the professional development council of the S.I. Newhouse School at Syracuse University and serves on the board of the Syracuse University Alumni Association; he is also a Syracuse University Pathfinder.

Selling a Business Research

Michael Palumbos

Michael Palumbos
ChFC
Chartered Financial Consultant
Family Wealth Advisor
Michael.Palumbos@lfg.com  585.350.7273

Michael Palumbos is a second generation family business owner, nationally recognized speaker, author and coach for families serious about avoiding the shirt-sleeves to shirt-sleeves in three generations syndrome that befalls more than 70% of families. He has appeared in national publications, such as, Family Business Magazine, My Business Magazine, The Suit Magazine, Reuters and Forbes.com.

He is the creator of The Family, Wealth and Legacy Collaboration, 
The Financial Freedom Formula, The Family Charitable Giving Initiative and The I³ Family Legacy Formula; Tools designed to help families deal with the unique challenges that wealth brings. Michael has advised families across the United States for over a decade by exposing them to a different way of thinking about their "wealth." 

Passionate about helping people think differently about their wealth, Michael digs deep to help others understand what is important about money, their values, family, and community. He helps to empower others to create unique personal visions that inspire them to create a meaningful legacy of their entire wealth – not just the money or business but their knowledge and the values.

A graduate of The University of Rochester with a degree in economics, Michael and his wife, Victoria, live in Pittsford and have seven incredible children.

VIDEOS

Scott Johnston

 Scott Johnston

Scott D. Johnston
CFP, Certified Financial Planner
Vice President
Financial Advisor
Portfolio Manager
The Johnston Group
at Morgan Stanley Smith Barney
250 S. Clinton St. Ste 500
Syracuse, NY 13202
http://fa.smithbarney.com
/johnstongroup/

As the Certified Financial Plannerâ„¢ within the Johnston Group at Morgan Stanley Smith Barney, Scott joined Morgan Stanley Smith Barney over 10 years ago uniting with his father, Dan.  Scott works primarily consulting with affluent families and high net worth individuals.

Scott assists in overseeing an active private client practice in excess of 500 households.  His primary focus in this capacity is high level planning and coordinating with the clients other advisors.  Scott is also in charge of new business development and assists in the discretionary management of the team’s private client portfolios.  Scott’s prior experience in institutional equity sales helped him develop a nuanced perspective on how to bring the high level services institutions receive to individual families.   

Scott resides in Fayetteville, New York with Jolie, his wife and their family.  He is an avid triathlete and golfer.  Scott is a graduate of Duke University where he earned a Bachelor of Arts with double major in Public Policy and History.  He is an active member of the Syracuse Executives Association, 40 Below, and Say Yes to Education.

Chris Gardner

 Chris Gardner

Christopher H. Gardner President
FMF&E
Wealth Management, LLC 5010 Campuswood Drive
East Syracuse, NY 13152 (315) 472-7045 http://fmfewealthmgt.com cgardner@fmfewealthmgt.com

FMF&E Wealth Management, LLC is a registered investment advisor committed to putting client interests first. We create investment strategies for the long term, allowing investors to focus on their own personal, business, and charitable interests, undistracted by daily and weekly movements of financial markets.

Our mission is to help you simplify your financial life and turn your financial dreams into realities. Our model is consultative and customized, thoughtful and deliberate. We focus on achieving goals, not selling products. We see planning as the basis for action, the foundation of a holistic strategy that incorporates investments, retirement planning, estate planning, tax planning, and more.

We believe the best investment plan is one based on science, not emotion, fad, or the remote chance of outsmarting the market. We would be pleased to discuss how this approach can help you pursue your goals with calm and confidence.

FMF&E Wealth Management, LLC is a member of the BAM ALLIANCE, a community of more than 130 independent wealth management firms located throughout the United States. Member firms of the alliance currently serve more than 15,000 clients and their families, representing more than $17 billion of collective assets as of December 31, 2012.  Please visit www.TheBAMAlliance.com for more information.



©2012-13 The Telling Group, Ltd. 3938 Highland Road, Cortland, NY 13045
Confidential Phone: (607) 756-4073 Confidential Fax: (607) 753-3555
E-mail: etelling@TellingGroup.com
 

Site by GNC