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Upcoming Events

Previous Events

Online Webinar - Risk Management for Business Owners - Is Your Business Prepared for Sudden Death, Disability, or Incapacitation?
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April 10th, 2024

Join us on April 10th at 1pm for a webinar to learn more about how to protect your business and what business owners should be thinking about and be prepared for in case of sudden death or incapacitation. Topics discussed will include but are not limited to: protecting your business and your family with proper estate planning, steps to properly de-risk your business, owner dependence and the impact on business value, managing your structural capital, and how to prepare for the death or incapacitation of an owner.

In a lively discussion including Tiffany O’Connell of O’Connell Law, Jonathan Penta of Penta Wealth Management, and Joshua French of Nutter McClennen & Fish, you will hear how to protect yourself and your business and will learn risk mitigation strategies and planning techniques you can put in place for your business in the event of sudden death or incapacitation.

Risk Management for Business Owners - Is Your Business Prepared for Sudden Death, Disability, or Incapacitation?

February 2024

This private dinner event was held at Capital Grille in Chestnut Hill for business owners to learn more about how to protect their business and what they should be thinking about and be prepared for in case of sudden death or incapacitation. Topics discussed included but were not limited to: protecting your business and your family with proper estate planning, steps to properly de-risk your business, owner dependence and the impact on business value, managing your structural capital, and how to prepare for the death or incapacitation of an owner.

In a lively discussion including:

  • Tiffany O’Connell of O’Connell Law,
  • Jonathan Penta of Penta Wealth Management
  • Joshua French of Nutter McClennen & Fish
Driving Transformation & Growth - Unlocking your Company’s Value - How Business Owners are Finding Success in Challenging Times.

June 2023

This private dinner event was held at Davio’s in Chestnut Hill and was a means for outstanding business leaders and experts to learn about driving transition and transformation within their business, developing creative strategies to drive and accelerate business growth, maximizing business value, and how to plan for a successful business exit.

The lively expert panel, led by Jeffrey S. Davis, the CEO of Mage LLC, included industry leaders:

  • Kristen Burke, Chief Corp Growth Officer at Burke Distributing Corporation 
  • Kurt Steinkrauss, Chair Member at Mintz 
  • David Francione, Managing Director at Capstone Partners
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Penta Wealth Management

info@pentawm.com | 57 River Street, Suite 301, Wellesley, MA 02481

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Investment and advisory services are provided by Empirical Asset Management, headquartered at 57 River Street, Suite 301, Wellesley, MA 02481.

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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.

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