• Your Guide to Financial Independence
  • Tax-Efficient Retirement Income
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Legacy Planning
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Who We Are

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How We Serve Our Clients

An introduction to our philosophy, process, and solutions.

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Company Structure

A unique combination of independence and resources.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Who We Are

MICHAEL D. PALMA

Managing Director

MPalma@TraverseCM.com

You have spent much of your career building wealth to support the retirement you envision. If you are like many well-compensated professionals, your focus is on accumulation and not necessarily on the taxes you’ll pay in...
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LORENA GONZALEZ

Client Services Associate

LGonzalez@TraverseCM.com

Lorena has nearly a decade’s experience supporting top advisors and their clients. She communicates with our clients directly to assist with customer service, paperwork processing, account management/maintenance, and proposal...
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MICHELE TERRANOVA

Client Services Associate

MTerranova@TraverseCM.com

Michele has a 12-year financial services background, specializing in client services. She previously worked at Abner Herrman & Brock as well as Hennion & Walsh. She has an Associate Degree in Business Administration from County College...

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