The Penn Valente Group| Baird Private Wealth Management

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

Market insights and our thoughts regarding the investment landscape.

Investment

Retirement

Steps to consider when planning your retirement and investment strategy.

Retirement

401(k)

A consultative approach to a better retirement plan experience.

401(k)

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.

The Best Market Indicator Is...

One data point out of context doesn’t tell you the full story.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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More information you can use

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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What our team has to say:

"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."

- Antonio Valente

"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."

- Antonio Valente

"Investing our time in strong client relationships helps to create informed and empowered clients."

- Brian Penn

Antonio Valente

Financial Advisor

avalente@rwbaird.com

Brian Penn

Director

bpenn@rwbaird.com

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