James G. Palumbo

About

James G. Palumbo is the founder and principal of OXFORD Wealth Advisors and Private Wealth Advisor for Oxford’s clients, as well as principal and Chief Development Officer for Dynamic Wealth Advisors. With 30 years of industry and management experience, Jim has a twenty-plus year track record of serving clients' needs. Utilizing the extensive depth of resources at Oxford and Dynamic, Jim’s clients are provided with advice in a variety of ares related to personal and corporate finance, including estate and retirement planning, tax planning and preparation, and philanthropic counsel. Mr. Palumbo is focused on leading clients towards financial peace of mind through wise and objective counsel. His desire is for his clients to be free to invest their lives in what matters most.

Investment Focus

Location

Colorado Springs, US