Relationship Management Firm in Boston

Penta Wealth Management believes that Relationship Management goes beyond the relationship between ourselves and our client. It is also the coordination on your behalf of your professional advisors and administrative support team.

Individual Clients & Families: Our team works with individual clients and their families at each stage of the wealth management process. This includes helping to manage family dynamics and other non-financial issues that can often have a great impact on the success of a family’s financial plan.
The Professional Network: Our team of specialists applies its professional knowledge to evaluate all aspects of your financial situation and devise appropriate solutions. Wealth management plan implementation requires a timely coordination of legal advisors, tax specialists, corporate advisors, and other professionals. If such a network is already in place, we’re happy to help coordinate them; and if not, we can introduce you to those professionals best suited to your particular circumstances from among our best-of-breed network.
Operational & Administrative Support: Penta Wealth Management does more than just manage your wealth. We provide ongoing administrative and technical support to ensure a seamless wealth management process.