How to Align Business Exit Planning with Your Personal Financial Goals
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For many business owners, the company they’ve built is more than just an asset-
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For many business owners, the company they’ve built is more than just an asset-
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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.