The PWM Process: A Disciplined, Goal-Based Planning Approach to Wealth Management

At Penta Wealth Management, we pride ourselves in having a unique process that sets us apart from others in the field. The PWM Process is built around the client. We understand that clients are not just planning for a single event in their life. There are so many events that happen that need to be considered, from unexpected expenses to retirement.

For each of our clients, our experienced wealth management professionals provide customized financial planning advice designed to meet all of their wants and needs. We understand that each client is different, which is why we take a personalized approach to wealth management advising. There are clients who need goal-based planning, while others need planning that centers around retirement.

Steps to a
Coordinated Plan

Our Five-Step Consultative Process

PWM Process

Discovery Meeting

Complete discovery process — we work closely with you to identify where you are, where you want to go, and what gaps need to be filled in order to get there.

Wealth Management Plan Meeting

High-level presentation of wealth management solutions.

Financial goal analysis and investment strategy review

Financial planning diagnostic of current situation and strategic recommendations for moving forward

Strategy Review & Implementation Plan

Review investment strategies and process for implementation.

Advanced Planning Meeting

Prioritize and set timelines for implementing advanced planning strategies.

The advanced plan

Comprehensive evaluation of the entire range of financial needs, beyond investments, with our recommendations for moving forward

Ongoing Progress Meetings

Review of progress toward goals and continued implementation and review of advanced plan.

The Expert Team

Together with our team of specialists — carefully selected professionals with deep expertise in key financial areas — we evaluate all aspects of your financial situation and determine appropriate solutions

Financial planning is a comprehensive effort. We know that. That’s why the PWM Process covers each and every aspect that is important to our clients’ financial future. We handle a spectrum of crucial wealth management needs, including, but not limited to:

01Lifetime Financial Planning→02Investment Management→03Lifetime Financial Management→04Relationship Management→

Experience the PWM Process

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