At Penta Wealth Management, personal relationships are key, and we understand how important it is to work closely with the individuals, families, and business owners we serve to achieve their financial objectives. That is why we provide comprehensive and personalized wealth management solutions in what we proudly call the PWM Process.
We are known for our collaborative approach which begins with listening to your needs. With our firm, you receive an unparalleled approach to wealth management encompassing your entire financial picture, focusing on your goals and values. This allows us to tailor a plan specific to your situation.
We want to help you solve the challenges you face today and plan for future financial success. Our experienced wealth management professionals work with you to explore opportunities, protect current assets, and prepare for the unexpected.
Penta Wealth Management takes a comprehensive approach to wealth management, providing clients with advice on:
If you are an individual or business owner who wants to experience personalized service and the benefits of the PWM Process, reach out to us today to begin a conversation.
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Our Five-Step Consultative Process
With Penta Wealth Management, you benefit from a cutting-edge team with a clear comprehensive vision of wealth management.
Management of all investment elements to maximize the probability of clients achieving what is important to them
Six Key Wealth Management Questions
Clients tend to have similar concerns. However, what differentiates them from one another are the complexities of their financial situation and their unique objectives. As our client, your entire situation will be addressed, including matters involving assets, liabilities, tax status, family dynamics, business partnerships, goals, and values.
Here are six important questions to be addressed in building the foundation of your fully integrated wealth management plan:
Is my money working in the most effective and efficient way possible?
Can i live the lifestyle i want during retirement?
Is my family protected in the event of my death or disability?
Do I have the most favorable financing terms for my liabilities?
How much will it cost to send my children or grandchildren to college?
Is my current estate plan accomplishing my family’s legace goals?
Is my money working in the most effective and efficient way possible?
Can i live the lifestyle i want during retirement?
Is my family protected in the event of my death or disability?
Do I have the most favorable financing terms for my liabilities?
How much will it cost to send my children or grandchildren to college?
Is my current estate plan accomplishing my family’s legace goals?
Clients come to us for guidance on a range of advanced planning strategies. Our experienced wealth management professionals work closely with clients to handle a broad spectrum of their needs.
We provide advice on wealth enhancement, helping clients with matters involving cash flow planning, tax mitigation, and liability management. Our team also works with clients to protect their wealth, helping with everything from risk mitigation, to legal structures, to insurance advice. Additionally, we help clients with charitable giving and gifting strategies as well as wealth transfer and legacy planning.
Your Gateway to a Network of Professionals
Our team builds long lasting relationships by coordinating all your professional advisors into one perspective focused on you and your priorities.
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Our personalized planning and investment guidance provides you with clear direction and hones in on the strategies that are most appropriate to your goals and comfort with risk.
When the time and opportunity present itself, Penta Wealth Management can position you and your business to be ready for your exit.
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info@pentawm.com
57 River Street, Suite 301, Wellesley, MA 02481
Investments Held with Charles Schwab & Co.
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.
