History
Palante Wealth Advisors was founded by Victor J. Medina, a practicing estate planning and elder law attorney, to help serve clients as a one-stop financial, tax, and legal planning solution. Palante Wealth Advisors is a fiduciary-level registered investment advisory firm.
Specialties
Palante Wealth Advisors focuses on post-retirement distribution planning, specifically with respect to income tax planning and inheritance optimization.