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Lifetime Financial Planning

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

  • Goal-Based Planning: A successful wealth management strategy involves clearly defined goals. Our team works with you to develop a personalized wealth management strategy that takes into account your current situation and long-term objectives.
  •  Retirement Planning: Retiring with peace of mind is something everyone should enjoy. Our retirement planning services will put you in touch with a financial advisor who will help you maximize savings, grow investments and protect wealth overtime.
  •  Life Events Planning: Marriage and divorce, birth and adoption, job or career change. These events encapsulate the profound changes we experience during life. Our Life Events Planning services will help you anticipate and financially prepare for all of life’s changes, the common as well as uncommon ones.
  •  Cash Flow Planning: Managing cash flow is an essential but overlooked element of successful wealth management. We help our clients develop and optimal strategy for maximizing cash flow in a way that mitigates taxes and investment risk.
Penta Wealth Management believes that financial planning isn’t a one-time event, but an evolving process that reflects changes over your life. Just as your personal goals and finances change, so should your financial planning. This process is captured in our Lifetime Financial Planning™ service.
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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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