Nicholas R Palumbo

Nicholas R. Palumbo is a visionary leader in the financial services industry with nearly four decades of experience empowering individuals and businesses to achieve their financial goals. As the Founder and CEO of Truvium Financial Group, Nick specializes in holistic, process-driven financial planning that fosters wealth-building, cash flow optimization, and legacy protection.

A graduate of Adelphi University with a degree in finance and economics, Nick began his career at Northwestern Mutual Life before advancing to leadership roles, including serving as President of the Executive Committee at The Guardian Life Insurance Company of America®. Recognized as a Five Star Wealth Manager (2012-2019), he has built a reputation for delivering exceptional client service and results-driven strategies.

Nick is a 28-year member of the Million Dollar Round Table (MDRT), earning 21 Court of the Table and 13 Top of the Table Honors—accolades that signify the pinnacle of achievement in the financial services sector. He is also trained in LEAP (Lifetime Economic Acceleration Planning) and has mentored hundreds of financial advisors.

In 1991, he founded Preferred Planning Associates and later became Managing Partner of Opus Advisory Group. Today, Truvium represents Nick's unwavering commitment to innovation and client-centric financial planning. In 2007, he co-founded Empowered Mastery Consultants to integrate coaching into personal finance, helping clients achieve clarity and purpose in their financial lives.

Beyond his professional endeavors, Nick is a best-selling author of "You Have Infinite Power" and a sought-after speaker. His dedication to giving back is evident in his role as Chairman of the Board for the Children’s Health and Research Foundation and involvement in numerous charitable initiatives.

In his personal life, Nick cherishes time with his wife and children. An avid reader and martial arts enthusiast, he holds a 2nd Degree Black Belt in Tae Kwon Do and is training in Krav Maga. Grounded in faith, he strives to leave a lasting positive impact on his family, clients, and community.