Business Succession Planning: Charting Your Course to a Successful Transition
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® As a business owner in New England, you’ve poured your heart and soul into
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By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® As a business owner in New England, you’ve poured your heart and soul into
info@pentawm.com
57 River Street, Suite 301, Wellesley, MA 02481
Investments Held with Charles Schwab & Co.
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.