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Penta Wealth Management

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Phone

+1 781-431-2248

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Last Updated On

Jul 23, 2026, 11:00:37 AM

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57 River Street, 301

02481Wellesley HillsMassachusetts

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Listing ID

47768579

About Penta Wealth Management

At Penta Wealth Management, led by Jonathan Penta, CEPA®, we help individuals, families, executives, and business owners navigate complex financial decisions through an integrated, relationship-driven approach. Based in Wellesley, MA, we provide financial planning, investment management, business value acceleration, exit planning, and legacy planning tailored to each client's goals and priorities. We work collaboratively to coordinate strategies across your broader financial picture and help you prepare for both today's opportunities and future transitions.

Keywords

Investment ManagementRetirement PlanningEstate Planning

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