A complete list of active advisors currently associated with Parenti Wealth Management
Warmer can help you find a great advisor at Parenti Wealth Management or one who fits your needs even better.
The firm provides financial planning and consulting, educational seminars, and acts as a solicitor by referring clients to third‑party investment managers who directly manage assets. It also offers accounting, tax, and insurance services through an affiliated accounting/tax practice and a licensed insurance agency. Instead of directly managing client portfolios, the firm evaluates, recommends and monitors third‑party managers—reviewing their registration and performance—and serves as the liaison between clients and those managers while delivering ongoing planning support. For standalone planning engagements the firm bills on an hourly basis and tailors recommendations around clients’ cash flow, tax, retirement and estate objectives. What distinguishes the firm from many peers is the combination of a CPA background and licensed insurance practice operating alongside the advisory business, with the firm receiving solicitor fees from recommended managers and commissions for insurance products; these affiliations and revenue sources are disclosed as potential conflicts of interest. The reliance on selecting other advisers and charging hourly planning fees (rather than directly taking a percentage‑of‑assets fee) is also atypical for firms in this category.
To learn more about the advisors currently working at Parenti Wealth Management, 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 |
|---|---|---|
Bethlehem, PA
| 13
|
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