Broker Check

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.

Let's Talk

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. 

Contact Us

Helpful content

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

US Consumer Impacted by Student Loans Restarting

US Consumer Impacted by Student Loans Restarting

After a three-year hiatus during the COVID-19 pandemic, student loan payments will restart in October.
Learn More
Financial Planning in Boom-or-Bust Industries

Financial Planning in Boom-or-Bust Industries

Even with unpredictable or highly variable income, you can still create a secure future - it just takes thoughtful planning.
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More

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?
Learn More

Protecting and Growing Your Cash

Safety. Simplicity. Yield. These are the three pillars that form Baird’s Cash Sweep Program.
Learn More

Preparation is the Key to Retirement

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

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

Antonio Valente

Financial Advisor

avalente@rwbaird.com

Brian Penn

Brian Penn

Director

bpenn@rwbaird.com

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