Overview

Palante Wealth Advisors

Information by Research TrustFinance

https://palantewealth.com/

Founded by Margarita Palant-Person, Palante Wealth Advisors, LLC is an independent Registered Investment Advisor (RIA) committed to a fiduciary standard. The firm specializes in creating personalized financial plans and investment strategies for successful professionals, families, and individuals, particularly women and those in the medical and legal fields. Their mission is to empower clients to achieve financial independence and live their desired lives through a transparent, fee-only model that avoids conflicts of interest associated with commissions.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service