ParenteBeard Wealth Management (“PBWM”) is an SEC registered investment advisor with its principal place of business in the Commonwealth of Pennsylvania. PBWM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
This website is limited to the dissemination of general information pertaining to investment advisory services of PBWM to U.S. residents of those states in which providing such information is not prohibited by applicable law. Accordingly, the publication of this website should not be construed by any consumer and/or prospective clients as a solicitation to effect transactions in securities or the rendering of personalized investment advice for compensation. Any subsequent, direct communication with a prospective client will be initiated by a representative that is either registered or qualifies for a corresponding exemption in the state where the prospective client resides.
For more information pertaining to the registration status of PBWM, please refer to the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. A copy of PBWM’s most recent disclosure brochure discussing the firm’s operations, services and fees, as set forth on Form ADV Part 2, is available upon request.
The content of this website may not be suitable for everyone. Certain information contained herein is derived from sources which PBWM deems reliable. Such information, however, has not been independently verified by PBWM. There is no guarantee that the views and opinions expressed herein will come to pass. Investing involves the risk of loss and investors should be prepared to absorb such a loss.