Palmieri & Shannahan was established in 2017 as a generational wealth management firm with the goal of helping clients in all phases of their financial lives. They have built a team of dedicated professionals who work together to deliver a world class financial planning experience.

Bruce Palmieri and Gray Shannahan have nearly 50 years of combined experience and found early success in their individual careers due to a mutual belief in:

• Dedication

• Hard work

• Professionalism

Bruce and Gray have witnessed their industry evolve and were early adapters in providing advice around comprehensive financial planning. The planning process that Bruce and Gray developed leads clients through thoughtful conversations and integrates cutting edge technologies to create clarity around their financial future. It’s this clarity that helps clients make important decisions each year as they progress towards their ultimate goals.