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Enhance Your Legacy

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

The Penn Valente Group has decades of experience in navigating our clients through various market cycles. We build strong client relationships and invest our time educating our clients about financial concepts and investments. Always serving as a voice of reason, we remove the mystery and fear out of investing and market volatility while focusing on estate conservation and preserving wealth. 

As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer you our commitment to a best in class service approach while building you the right strategies customized to meeting your risk tolerance, time horizon and legacy goals.

Investment

Investment

Market insights and our thoughts regarding the investment landscape.

Investment
Retirement

Retirement

Steps to consider when planning your retirement and investment strategy.

Retirement
401(k)

401(k)

A consultative approach to a better retirement plan experience.

401(k)
Team

Team

Who we are and what's our philosophy.

Team

We're here for you!

Since the 1980s, we have served as a voice of reason in helping our clients stay focused on their long term financial plans while enhancing their family legacy. It starts with a conversation. Invest 15 minutes of your time to learn more about how our team can help you and your family. 

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Helpful content

Curated articles, videos, and more for a financially savvier you.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.
Learn More
What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More

More information you can use

What our team has to say:

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Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.



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