Wealth Management

Your Family Wealth Guardians

Protecting your family’s wealth is what we do at ParenteBeard Wealth Management.

We’re Family Wealth Guardians.

At ParenteBeard Wealth Management, personal financial planning specialists and certified public accountants help families develop investment strategies that match their financial goals and risk tolerance.  The team uses ShieldPlus™, a proprietary process, to create a customized comprehensive strategy to manage risk.

We’ll recommend the appropriate financial solution best for you and your family.  That’s because as Family Wealth Guardians, we know how much is at stake where your family’s wealth is concerned.

ParenteBeard Wealth Management is an independent registered investment advisor firm. That means you can count on objective advice: we do not receive referral fees or cash compensation for the financial products we recommend.

Working with you one-on-one, we’ll protect your family’s wealth today, tomorrow – and for generations to come.

Here’s how we can help you:

  • Investment management and monitoring services
  • Retirement planning
  • Business retirement plan solutions
  • Business succession planning
  • Estate planning
  • Portfolio income tax planning
  • Education planning
  • Long-term care planning
  • Trust services
  • Gift planning

ParenteBeard Wealth Management LLC is a Securities and Exchange Commission-registered investment advisor and is an affiliate of ParenteBeard LLC.

To learn more, visit www.parentebeardwealthmanagement.com.

Read the latest news, events, research and insights for Wealth Management.