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We Can Help You Answer These Questions And More

About Us

Who We Are

View our biographical and background information.

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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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Library

Timely articles and videos to help you learn about financial topics in plain English.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Try Our Quiz

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

I believe in helping you get the most you can out of your financial planning. If you’re like many of our clients, you are serious about your financial journey and the advice you are receiving. You have important questions in the...

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...

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...