Archived App (Last seen on 22 Jun 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing your complete financial picture including portfolio performance, individual holdings, account transactions, and taxable gains/losses.
• Dynamic reports with current investment information and how they measure up compared to various benchmarks.
• Document center to securely monitor and display important financial and wealth planning documents including but not limited to: annuities, life insurance, durable power of attorney, etc.
• And much more!
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What's New in Palumbo Wealth Management
2.0.1177609
January 19, 2024
Updated features and removed bugs.
