Jonathan Penta is the Founder and Managing Director of Penta Wealth Management, a Boston-area wealth management firm serving business owners, entrepreneurs, and high-net-worth families. With over 23 years of financial services experience, Jonathan has built a reputation for delivering comprehensive, high-touch financial planning and investment management tailored to the complex needs of his clients.

Jonathan holds the Certified Exit Planning Advisor (CEPA®) designation, one of the most rigorous credentials in the exit planning profession. This expertise allows him to serve as a trusted advisor to business owners navigating the challenges of business value acceleration, ownership transition, and personal financial readiness for life after their business.

Jonathan was named one of the Top Wealth Management Services Providers of 2023 by Banking CIO Outlook, a recognition determined through market research focused on peer and client recommendations and best practices. He is passionate about helping clients protect their achievements and build lasting legacies for generations to come.