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.
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.
Market insights and our thoughts regarding the investment landscape.
Steps to consider when planning your retirement and investment strategy.
A consultative approach to a better retirement plan experience.
Who we are and what's our philosophy.
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.
Curated articles, videos, and more for a financially savvier you.
What You Need to Know About Social Security
Retirement Plan Detectives
Leaving Your Lasting Legacy
"We put our clients’ interests first and work closely together. Our job is to watch for your financial blind spots and help enhance your family legacy."
- Antonio Valente
"We treat each day like a World Series Game 7. We want our clients to win and achieve their goals."
"Markets are usually best understood backwards, but must be lived forwards. We add clarity to the markets by setting realistic expectations and focusing on what matters most for our clients."
"Investing our time in strong client relationships helps to create informed and empowered clients."
- Brian Penn
Senior Vice President
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.