Wealth Management / Alternative Investments

.Wealth Management

Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything we do. We are able to assist with the following:

-Planning for retirement

-Creating an income during retirement

-Funding an education

-Maintaining or enhancing your lifestyle

-Preparing for a major purchase

-Protecting your family or income

-Creating the legacy you want to be remembered by

-Insurance solutions

-Alternative Investments

-Estate Planning

-Business Succession Planning

-Charitable Trust

-Trust Accounts

 

Insurance Products

American Capital Partners, LLC offers Insurance Products through ACP Investments LLC; and include a competitive selection of Insurance and Financial Planning products and services to help fit the needs of your business and clientele.

Insurance Products Services

Whole Life Advanced Marketing Support
Universal Life Case Management
Variable universal life Case Design
Term Life Policy Reviews
Long-term Care Illustrations
Disability products Case Audits
Annuities Spreadsheet Analysis
Underwriting Expertise Access to industry leaders and experts

 

Frank Palumbo
Click link for FINRA Broker Check:
http://brokercheck.finra.org/Individual/Summary/2165975

Frank Palumbo is the President of Wealth Management. He is also The Head of Insurance and Alternative Investments at American Capital Partners LLC.

Mr. Palumbo has been in the financial industry since 1991, and he has worked for Blackford Securities (Sander, Morris, Harris), Quick & Reilly, Fleet Bank, and Bank Of America. He has served as Senior Vice President of Private Client Group and Wealth Management Teams.

Further, Mr. Palumbo helps set direction in a sea of change for advisors and the firm’s clients. He has been recognized by major institutions for his outstanding customer service and commitment to excellence.

He holds Series 7, 24, 63, 65, 66, Life and Health, Annuities licensees. In 1991, Mr. Palumbo graduated from NYIT, Old Westbury Campus in New York with a BS in Business Administration. Born and raised in Long Island, New York. Married to Jennifer and they have a son Leo.

 

Erik Drewes
Click link for FINRA Broker Check:
http://brokercheck.finra.org/Individual/Summary/2187363

Erik J. Drewes holds the positions of Managing Director and co-head of the Wealth Management, Insurance and Alternative Investment Departments at American Capital Partners, LLC.

Mr. Drewes has been in the industry since 1991, and has been with ACP since their inception in 2002.  Over his 24 years in the securities industry, he has served as a Financial Advisor, Branch Manager, OSJ Manager, Vice President, and Managing Director.

Registered in 51 U.S. states and territories, Mr. Drewes holds series 4, 7, 24, 63, and 66 licenses, as well as a Life and Health Insurance license.

He is married with three children.