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INVESTMENT MANAGEMENT

  • Discovery Investment. Through our discretionary approach to investment management, we will advise you on an optimal portfolio strategy and expertly navigate you through the financial markets. Our fiduciary standard of care commits us to invest in funds that are solely in your best interest. Penta Wealth Management will expertly create and execute a customized portfolio across all traditional and alternative asset classes. We take into consideration both fundamental and technical analysis in every investment position we execute.
  • Fundamental Analysis. At Penta Wealth Management, we believe that a solid understanding of economic and market-based fundamentals is essential for long-term value investing. Our experienced team of financial analysts perform in-depth research in developing custom investment strategies for individual and family portfolios.
  • Technical Analysis. It’s often said that the technical indicators drive the vast majority of market activity. Our financial analysts combine technical analysis with a fundamental approach to value investing. The result is a highly diversified investment portfolio that responds to short-term trends without compromising the long-term vision of your investment plan.
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Penta Wealth Management

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

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© 2024 Penta Wealth Management

Investment and advisory services are provided by Empirical Asset Management, headquartered at 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.

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