By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For many business owners, the journey toward a successful business transition represents one of
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® In the journey of business ownership, most entrepreneurs focus intensely on building enterprise value
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® For business owners contemplating the future of their enterprise, personal financial readiness represents a
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® As a business owner, you’ve likely spent years building your company from the ground
By Jonathan Penta, Senior Wealth Advisor, Founder & Managing Director CEPA® When it comes to transitioning ownership of your business, many entrepreneurs make the critical
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.
