Independent advice for a sound financial future
Finding independent, unbiased advice about your financial future can be challenging. Our experienced team of Certified Financial Planners™, personal financial planning specialists and certified public accountants is ready to help you develop investment strategies that match your individual financial goals and risk tolerance.
We’ll build a strategic asset allocation model based on your needs, and then use that model to guide your investment selections. We’ll find the funds and individual securities that will work best for you. We have no proprietary interest in security providers, so you can be sure you’re getting independent, unbiased counsel.
Developing a comprehensive plan is essential to achieving financial independence.
We offer a variety of financial planning services, including:
Investment management and monitoring services
Retirement planning
Business succession planning
Charitable gift planning
Estate planning
Income tax planning
Education planning for children
Long-term care planning
ParenteBeard Wealth Management LLC is a Securities and Exchange Commission-registered investment adviser and is an affiliate of ParenteBeard LLC.
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