The New Retirement Question for Entrepreneurs: What Are You Retiring To?
By Jonathan C. Penta, CEPA® The first Monday after selling his company, a business owner woke up at the same time he had for nearly
By Jonathan C. Penta, CEPA® The first Monday after selling his company, a business owner woke up at the same time he had for nearly
By Jonathan C. Penta, CEPA® A business owner in Greater Boston once described his advisory team this way: “My CPA knows the taxes. My attorney
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.