Our Client Service Commitment to You
ParenteBeard Wealth Management is committed to create a best-in-class experience for you and your family. Our Family Wealth Guardians make it their mission to foster a consultative client experience based on honesty, integrity and accountability that reflects our privilege of serving you. All part of our Five-Star service.
We will deliver a best-in-class experience to you and your family.
- A five-star client service commitment that goes above and beyond your expectations
- Strive to assure that the caliber of our people and services exceed the industry and regulatory standards
- A collaborative relationship where listening is paramount, feedback is encouraged, and continuous improvement is expected
We are your Family Wealth Guardian.
- Unbiased guidance of your family’s wealth management needs
- As your family’s financial caretaker, we foster interaction and engagement with family members
- A relationship that is built on core values of trust, respect, caring, integrity and commitment
Our independence is unwavering.
- Advice that is objective, honest and not encumbered by self-interest
- Transparency that builds a forum of openness for communication
- Creativity that empowers innovative solutions to meet your needs
Our fiduciary oath guides the stewardship and security of your family’s wealth.
- Endeavor to act in good faith and with candor
- Be proactive in disclosure of any conflicts of interest
- Not accept any referral fees or cash compensation for financial products that we recommend