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Lifetime Financial Management

The PWM Process begins with a custom, comprehensive financial plan aligned to your specific needs, goals, and time frames.

  • Wealth Enhancement: Wealth enhancement involves tax mitigation and cash flow planning. Our team works with individuals and families to develop a successful long-term Wealth Management for Life strategy.
  •  Wealth Transfer & Estate Planning: Planning the transfer of your wealth is one of the most important decisions you’ll ever make. We help individuals and families identify the need for an estate plan, focusing on: wills and trusts, gifting succession planning, family wealth counselling and family business succession planning.
  •  Wealth Protection & Insurance: Insurance protection is a foundation of most wealth management plans. Penta Wealth Management provides through its trusted professional network custom wealth protection strategies that can help you cover liabilities and even replace income due to unforeseen circumstances.
  •  Executive Compensation: Executives typically receive very generous compensation packages, but don’t always maximize their earning potential. Penta Wealth Management works with senior-level executives to extract maximum value from their salary, retirement contribution and benefits plan.
  •  Credit & Lending: Wealth management strategies often involve business opportunities and real estate acquisitions, making access to credit an essential tool for long-term growth. Our network of lending professionals can provide real estate loans, securities-based lending, mortgages and other credit tools to help you diversify and grow your portfolio.
  •  Charitable Giving: Charitable donations are an important consideration for many wealth management plans. Penta Wealth Management helps clients develop a tax effective strategy that maximizes their charitable contributions.
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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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