Your path to believing in your best yet

Our comprehensive approach to building holistic financial plans for clients in or nearing retirement that encompasses the four core areas of our comprehensive retirement plans:

Income, Investments, Taxes, & Estate Planning.

We are known for helping our clients lead great lives.

What we mean by a “great life” is that you have a retirement that is worth living and you have a profound impact in the lives of those you care about most.

At the end of the day, the last third of your life is the best third of your life. The best is yet to come.

The steps we'll take together

We identify your goals, dreams and challenges.

Together, we’ll define a plan so you can rest easy.

We make things you care about actually happen.

Let's discover how we can help you live a great life .

We discover ways you can really make an impact.

Your life and the lives of those around you will never be the same.

Book your meeting

See how we can help you build a retirement rooted in confidence, joy, and doing what you love most!

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.