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