Strategies for Preserving Generational Wealth Across Diverse Asset Classes
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® Preserving generational wealth is a priority for high-net-worth families who aim to ensure their
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® Preserving generational wealth is a priority for high-net-worth families who aim to ensure their
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.