GUIDING YOU EVERY STEP OF THE WAY
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A Comprehensive Approach Providing a Fully Integrated Wealth Management Plan Focused Entirely on You
At Penta Wealth Management, personal relationships are key, and we understand how important it is to work closely with the individuals, families, and business owners we serve to pursue their financial objectives.
check_circleWealth Management & Financial Planning
check_circleInvestment & Portfolio Management
check_circleTrust & Estate Services
check_circleBusiness & Executive Services
The Penta Wealth Management team’s shared mission is to help you preserve and prosper. Our collaborative process helps us understand your goals and tailor a plan specific to your needs.
check_circleJonathan Penta: Senior Wealth Advisor Founder & Managing Director CEPA®
check_circleMark H. Fiskio: Founder and Managing Partner of Empirical Asset Management
check_circleAnthony Lima: Director of Client Service
check_circleGlenn Caldicott: Managing Director at Empirical Asset Management
check_circleJohn P. Shreenan: Senior Vice President/Advisor
Experience the personalized service and benefits of the PWM Process. Click For More Info →
Clients trust us to solve a range of financial challenges. We take the time to understand your unique situation and deliver tailored solutions, providing sound guidance while coordinating all your advisors into a unified, client-focused perspective.
info@pentawm.com
57 River Street, Suite 301, Wellesley, MA 02481
Investment and advisory services are provided by Empirical Asset Management, headquartered at 57 River Street, Suite 301, Wellesley, MA 02481.
