Palante Wealth Advisors, LLC
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About
Palante Wealth Advisors serves individual clients, trusts, and estates, providing discretionary portfolio management and integrated financial planning that covers retirement, cash flow, tax strategies, insurance review, and estate-related matters. The firm manages client portfolios on an ongoing basis and develops individualized investment policies and asset-allocation targets tied to each client’s objectives and risk tolerance.
The firm’s investment approach is primarily passive, focusing on diversified asset-class exposure through mutual funds and exchange-traded funds and applying Modern Portfolio Theory to construct portfolios; it may also use sub-advisors and a third-party back-office provider to support trading and account administration. Clients receive periodic performance reporting and account reviews, and the firm offers no-cost educational workshops for clients and family members.
What is uncommon about this firm is that its principal is an actively practicing attorney who owns an affiliated law firm that focuses on estate planning and elder law, and the adviser refers clients to that affiliated firm (a relationship the brochure discloses as a potential conflict of interest). The principal is also licensed to sell life and health insurance through a separate entity and may receive commissions on insurance sales; the combination of legal, insurance, and investment services, together with complimentary educational seminars, distinguishes Palante from many peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001 - $7,500,000: 0.75% $7,500,001 - $10,000,000: 0.70% Over $10,000,000+: 0.67%
Main office
230 West Delaware Avenue
Pennington NJ 08534
Advisors at this office
2
Most active in
New Jersey · Pennsylvania
Also doing business as
New Jersey · Palante Wealth Advisors, LLC · Private Client Capital Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael F
Series 66
Pennington, NJ
Palante Wealth Advisors, LLC
Michael Furst is a financial advisor at Palante Wealth Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill. Outside of his advisory role, he serves as treasurer for the nonprofit Strong Like Ellie, based in North Carolina. Palante Wealth Advisors serves individual clients, trusts, and estates by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax strategies, and estate matters. The firm employs a primarily passive investment approach focused on diversified asset-class exposure and utilizes affiliated legal and insurance services as part of its integrated client offering.
Victor M
CFP®, Series 65
Pennington, NJ
Palante Wealth Advisors, LLC
Victor Medina is a CFP® with 10 years of experience in financial advising, currently serving at Palante Wealth Advisors, LLC. He is the owner and managing attorney of Medina Law Group, LLC, where he provides estate planning and estate administration services. Medina is also licensed to sell life and health insurance through Medina Financial, LLC. Palante Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, and estates, emphasizing a passive investment approach using diversified portfolios of low-cost mutual funds and ETFs. The firm provides ongoing portfolio supervision and educational workshops for clients and their families.
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