A complete list of active advisors currently associated with Palante Wealth Advisors, LLC
Warmer can help you find a great advisor at Palante Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Palante Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pennington, NJ
| 8
| |
Pennington, NJ
| 0
| |
Pennington, NJ
| 11
|
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