Palante Wealth Advisors, LLC

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Client assets under management

$115,500,287

Clients

102

33% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,132,356

About

Palante Wealth Advisors provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, serving both high-net-worth and non‑HNW clients. The firm delivers ongoing portfolio supervision and planning across retirement, tax, estate, cash‑flow, and business‑planning topics, and may engage sub‑advisors to manage client accounts.

The firm’s investment approach is primarily passive, emphasizing asset allocation frameworks informed by modern portfolio theory and fundamental analysis, with portfolios constructed mainly from mutual funds and exchange‑traded funds. Advisors establish individualized investment policies, implement them on a discretionary basis, and conduct periodic reviews to align portfolios with clients’ objectives and risk tolerances.

Distinctive aspects include an affiliation with a law practice owned by the firm’s principal, with referrals to that affiliated law firm for estate and elder‑law services (a disclosed conflict of interest and not a client requirement). The principal is also licensed to sell life and health insurance through a related business, and the firm offers no‑fee educational workshops to clients and their families—features that are uncommon among peers of similar size.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations General estate planning guidance Retirement income strategy

Fee options

Percentage

$0 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001 - $7,500,000: 0.75% $7,500,001 - $10,000,000: 0.70% Over $10,000,000+: 0.67%

Main office location

Palante Wealth Advisors, LLC

230 West Delaware Avenue

Pennington NJ 08534, United States

Number of offices

Most active in

New Jersey · Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 609-476-9269

Advisors at this firm

Michael F

Series 66

Pennington, NJ

Palante Wealth Advisors, LLC

Michael Furst is a financial advisor at Palante Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, Bank of America, and Merrill Lynch. He serves as treasurer for the nonprofit Strong Like Ellie, a role he performs outside of trading hours. Palante Wealth Advisors provides investment management and comprehensive financial planning to individuals, trusts, and estates. The firm emphasizes passive management using diversified portfolios of low-cost mutual funds and ETFs, offering ongoing discretionary supervision and educational workshops for clients and their families.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations General estate planning guidance Retirement income strategy

Victor M

CFP®, Series 65

Pennington, NJ

Palante Wealth Advisors, LLC

Victor Medina is a CFP® with 10 years of experience in financial advising, currently serving at Palante Wealth Advisors, LLC. He is the owner and managing attorney of Medina Law Group, LLC, where he provides estate planning and estate administration services. Medina is also licensed to sell life and health insurance through Medina Financial, LLC. Palante Wealth Advisors offers investment management and comprehensive financial planning to individuals, trusts, and estates, emphasizing a passive investment approach using diversified portfolios of low-cost mutual funds and ETFs. The firm provides ongoing portfolio supervision and educational workshops for clients and their families.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations General estate planning guidance Retirement income strategy

David G

Series 65

Pennington, NJ

Palante Wealth Advisors, LLC

David Glassman is a financial advisor at Palante Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Palante Wealth Advisors in 2025, he worked at Rutgers University for four years and the South Brunswick School District for six years. Palante Wealth Advisors provides investment management and comprehensive financial planning to individuals, trusts, and estates. The firm emphasizes passive management using diversified portfolios of low-cost mutual funds and ETFs, complemented by continuous discretionary supervision and educational workshops for clients and their families.

College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations General estate planning guidance Retirement income strategy

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