Believe in your best yet

At Palante Wealth Advisors

It’s our mission to help you unlock the belief that your best years are yet to come.

Discover the gaps in your current plan

Investing in your best

These are not separate domains.

These are integrated & fully dependent on one another as one single idea and comprehensive transformation.

These are not separate domains.

These are integrated & fully dependent on one another as one single idea and comprehensive transformation.

Income

We focus on building a plan to support your lifestyle, allow you to relax, and enjoy the years ahead.

Investments

We help to protect your retirement by talking risk tolerance, portfolio fees, volatility control, and our overall investment approach.

Tax

We help you keep more of your hard-earned money by identifying ways to include tax-deferred and tax-free money in your strategy.

Estate Planning

Together, we’ll create a tax-efficient plan for your beneficiaries.

We aren't simply advisors.

We are team leaders.

We work with people who love to serve and feel called to lead.

We’ll be a good fit if...

You approach your journey with a student’s mindset.

You've invested in yourself and the people around you.

You live in a habit of gratitude and contribution.

Does this sound like you?

If you enter retirement as the end of a journey, then that's a wasted opportunity.

We want you to experience a retirement in which you are confident that every day’s gonna be better than the last.

We believe that every person has that opportunity, and we can help unlock that for them.

Meet the Palante team

At Palante Wealth Advisors

It’s our mission to help you unlock the belief that your best years are yet to come.

Schedule some time to talk with us

We are dedicated to helping you know and, most importantly, feel that you’re on the right track to live your dream retirement lifestyle.

victor@palantewealth.com

609-476-9269

230 West Delaware Ave.
Pennington, NJ 08534

Palante Wealth Advisors, LLC (“Palante Wealth”) is a state registered investment adviser. Palante Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Palante Wealth’s web site is limited to the dissemination of general information pertaining to its investment advisory services and insurance and legal services offered through affiliated entities. Accordingly, the publication of the Palante Wealth’s web site on the Internet should not be construed by any prospective client as Palante Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Palante Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Palante Wealth’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for informational purposes only and all users thereof should be guided accordingly. Certain portions of Palante Wealth’s web site (i.e. articles, etc.) may contain a discussion of, and/or provides access to, Palante Wealth’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as a substitute for personalized advice from Palante Wealth, or from any other investment professional. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client’s investment portfolio. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, product, or service made reference to directly or indirectly by Palante Wealth in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Any reference regarding guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company. Any legal or tax recommendations are made under the umbrella of Medina Law Group, LLC, and only clients of Medina Law Group, LLC may rely on any legal or tax advice.

Advisory services offered through Palante Wealth Advisors, a state registered investment advisor. Insurance services offered through Medina Financial, LLC. Legal services offered through Medina Law Group. Palante Wealth Advisors, LLC, Medina Financial, LLC, and Medina Law Group, LLC are affiliated companies.