Achieving success together — through decades of experience, a collaborative process, and a genuine commitment to your goals.
Our Firm
Penta Wealth Management was founded on a simple belief: that business owners and their families deserve more than generic financial advice. We are an independent, fee-based wealth advisory firm based in Wellesley, MA, serving a select group of clients across the Boston area and beyond.
Our time-tested collaborative process brings together financial planning, investment management, business advisory, and estate strategy — all working in concert. Rather than siloed advice from multiple providers, our clients benefit from a unified perspective and a team that truly understands their complete financial picture.
Investment advisory services are offered through Empirical Asset Management, LLC. Client assets are held with Charles Schwab & Co., Inc., a leading independent custodian.
Office / Team Photo
The Team
A multidisciplinary team dedicated to your long-term financial success.
Founder & Managing Partner
Jonathan leads Penta Wealth Management with a focus on business owner planning, succession, and value acceleration. As a Certified Exit Planning Advisor, he brings a unique perspective to aligning personal wealth with business outcomes.
Wealth Advisor
Mark works closely with clients on investment management and comprehensive financial planning, delivering personalized strategies that evolve with each client’s life stage.
Wealth Advisor
Anthony specializes in retirement planning and income strategy, helping clients navigate the transition from accumulation to distribution with confidence.
Investment Strategist
Glenn brings institutional investment expertise to our client portfolios, drawing on his credentials in investment management and advanced market analysis.
Business Services Advisor
John focuses on capital strategy and business advisory services, helping business owners identify, protect, and grow the value of their most important asset.
Investment advisory services offered through Empirical Asset Management, LLC, an SEC-registered investment adviser. Securities held with Charles Schwab & Co., Inc., Member SIPC. Registration does not imply a certain level of skill or training.
Schedule a no-obligation consultation with our team to explore how Penta Wealth Management can support your goals.
