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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)
Alternative Investments

Alternative Investments

Beyond the Traditional Portfolio.

Alternatives

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.

Making the Most of Employee Stock Ownership

Making the Most of Employee Stock Ownership

Employee stock purchase plans are powerful investment vehicles. Learn their key benefits and how to take advantage of them.
Learn More
All That Matters: A Holiday Special

All That Matters: A Holiday Special

Mike and Ross dig into the markets and give their hot takes on the best and worst of holiday dishes along the way.
Learn More
A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
Learn More

More information you can use

What our team has to say:

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