Solving the challenges you face today and ​
planning for future financial success.​
Solving the challenges you face today and ​
planning for future financial success.​
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Achieving Success Together

At Penta Wealth Management, personal relationships are key, and we understand how important it is to work closely with the individuals, families, and business owners we serve to achieve their financial objectives. That is why we provide comprehensive and personalized wealth management solutions in what we proudly call the PWM Process.

We are known for our collaborative approach which begins with listening to your needs. With our firm, you receive an unparalleled approach to wealth management encompassing your entire financial picture, focusing on your goals and values. This allows us to tailor a plan specific to your situation.

We want to help you solve the challenges you face today and plan for future financial success. Our experienced wealth management professionals work with you to explore opportunities, protect current assets, and prepare for the unexpected.

At Penta Wealth Management, we provide clients with a tailor-made five-step consultative process to address their financial planning needs and work on handling their greatest challenges. Beginning with a Discovery Meeting, we work closely with our clients to identify where they are, where they want to go, and what gaps need to be filled in order to get them there. By working through each of the five steps, we help guide our clients from Point A to Point B, helping ensure that we meet their financial planning goals.

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Redefining Wealth Management

With Penta Wealth Management, you benefit from a cutting-edge team with a clear comprehensive vision of wealth management.

Wealth Management = IC (Investment Consulting) + AP (Advanced Planning) + RM (Relationship Management)

Investment Consulting

Management of all investment elements to maximize the probability of clients achieving what is important to them

  • Portfolio performance
    analysis
  •  Risk evaluation
  •  Asset allocation
  •  Manager due diligence and
    selection
  •  Assessment of cost impact
  •  Assessment of tax impact

+

Advanced Planning

  • Wealth enhancement
    ▪ Tax mitigation
    ▪ Liability management
    ▪ Cash flow planning
  •  Wealth transfer, inside or
    outside your family
  •  Wealth protection
    ▪ risk mitigation
    ▪ legal structures
    ▪ Insurance consulting
  •  Charitable giving

+

Relationship Management

  • Client relationship
    management
  •  Expert team relationship
    management
  •  Team of carefully selected
    professionals, each with a
    high knowledge and
    expertise in key financial
    areas, such as legal, tax,
    and risk management
  •  Collaboration with any
    advisors you wish to retain

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Clients tend to have similar concerns. However, what differentiates them from one another are the complexities of their financial situation and their unique objectives. As our client, your entire situation will be addressed, including matters involving assets, liabilities, tax status, family dynamics, business partnerships, goals, and values.

Here are six important questions to be addressed in building the foundation of your fully integrated wealth management plan:

Tax Planning Strategies

Retirement Planning

Insurance Planning

Liability Management

College Planning

Estate Planning

Is  my money working in the most effective and efficient way possible?

Can i live the lifestyle i want during retirement?

Is  my family protected in the event of my death or disability?

Do I have the most favorable financing terms for my liabilities?

How much will it cost to send my children or grandchildren to college?

Is my current estate plan accomplishing my family’s legace goals?

Tax Planning Strategies

Is  my money working in the most effective and efficient way possible?

Retirement Planning

Can i live the lifestyle i want during retirement?

Insurance Planning

Is  my family protected in the event of my death or disability?

Liability Management

Do I have the most favorable financing terms for my liabilities?

College Planning

How much will it cost to send my children or grandchildren to college?

Estate Planning

Is my current estate plan accomplishing my family’s legace goals?

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Clients come to us for guidance on a range of advanced planning strategies. Our experienced wealth management professionals work closely with clients to handle a broad spectrum of their needs.

We provide advice on wealth enhancement, helping clients with matters involving cash flow planning, tax mitigation, and liability management. Our team also works with clients to protect their wealth, helping with everything from risk mitigation, to legal structures, to insurance advice. Additionally, we help clients with charitable giving and gifting strategies as well as wealth transfer and legacy planning.

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At Penta Wealth Management, we recognize the emotions and critical decision-making that occur throughout the lifecycle of a business. From capital raising strategies to debt financing to succession planning, we have been helping our clients achieve their most important professional goals for over 20 years. But our insight and guidance doesn’t stop there. We are comprehensive wealth managers who see the “big picture”—understanding what it takes to be successful not only in business, but also in life. From taking your company full circle to helping you navigate life’s milestones—like education savings, home financing and retirement planning—our team offers experienced perspectives and practical strategies for pursuing those goals. What’s more, we focus on helping you protect all you’ve achieved so you can build a lasting legacy for generations to come.

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At Penta Wealth Management, we are an experienced team of carefully selected professionals, each with a high level of knowledge and expertise in key financial areas. We work with clients on a range of legal, tax, and risk management matters, working to help them achieve long-term success. Our team of professionals will collaborate on your behalf to help analyze and identify areas of concern that are applicable to your complex financial situation. We then coordinate the efforts to create a blueprint that helps our clients meet their goals.

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The Importance of Financial Planning –
Investment Management Integration

PWM Process

Penta Wealth Management takes a comprehensive approach to wealth management, providing clients with advice on:
If you are an individual or business owner who wants to experience personalized service and the benefits of the PWM Process, reach out to us today to begin a conversation.

WEALTH MANAGEMENT & FINANCIAL PLANNING SERVICES

Our team builds long lasting relationships by coordinating all your professional advisors into one perspective focused on you and your priorities.

INVESTMENT & PORTFOLIO MANAGEMENT SERVICES

Our personalized planning and investment guidance provides you with clear direction and hones in on the strategies that are most appropriate to your goals and comfort with risk.

BUSINESS VALUE ACCELERATION & TRANSITION SERVICES

When the time and opportunity present itself, Penta Wealth Management can position you and your business to be ready for your exit.

Penta Wealth Management is proud to announce that we have been named as one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook. The list recognizes the top firms who are at the forefront of delivering wealth management services and was determined using market research focused on peer/client recommendations and best practices. We are honored by this acknowledgment and proud of our team’s commitment to excellence.

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