Client accounts at Penta Wealth Management are held with The Charles Schwab Corporation — one of the nation’s premier providers of financial services.
With Schwab’s global strength, capabilities, and resources, combined with the personalized solutions of a family office private wealth management practice, our clients benefit from the best of both worlds.
Together, the PWM expertise and Schwab’s custodial services form a powerful alliance dedicated to helping our clients navigate the complexities of wealth management and achieve their long-term objectives.
By leveraging Schwab’s expertise and cutting-edge technology — from detailed reports to online and mobile account access — our clients have the tools they need to review their portfolio’s progress quickly and easily.
The Charles Schwab Corporation offers an open architecture platform of competitively priced ETFs, mutual funds, and separately managed account strategies designed to best serve an investor’s central needs.
