Already working with a financial advisor? Our Second Opinion Service gives you an objective, no-pressure review of your current strategy — at no cost.
Independent · Objective · No Pressure
Penta Wealth Management serves families and individuals across Wellesley, Newton, and the Greater Boston area. As an independent, fee-based firm, our Second Opinion Service is designed to give you clarity — whether you stay with your current advisor or not.
What We Review
Three focus areas. One clear set of recommendations.
We assess your current asset allocation, fee structure, manager selection, and overall investment strategy against your stated goals and risk tolerance.
We review your projected income sources, withdrawal strategy, Social Security timing, and plan for longevity — ensuring your money lasts as long as you need it to.
We examine your estate plan, beneficiary designations, tax efficiency across accounts, and overall structure to identify gaps and opportunities.
Our Process
01
Complete a brief intake form. We gather basic information about your current plan, advisor relationship, and primary concerns.
02
Our team conducts a thorough, objective analysis of your financial picture — at no cost and with no obligation.
03
We schedule a 30-minute call to walk through what we found and answer your questions honestly — whether you become a client or not.
As an independent, fee-based advisory firm, we have no proprietary products to sell and no quotas to meet. Our only obligation is to you.
When we conduct a second opinion review, we are not looking for ways to take over your account. We are looking for ways to give you confidence — or identify genuine gaps you should know about.
Many clients who come to us for a second opinion end up staying. But that is never the starting point. The review is honest regardless of outcome.
What You Receive
Also From Penta
Comprehensive wealth planning for individuals and families across the Greater Boston area.
Succession planning, business value acceleration, and capital strategies for Boston-area business owners.
Ready to talk? Schedule a no-obligation conversation with our Wellesley-based advisory team.
Email, call, or complete the form to learn how we can help. We provide objective, no-pressure guidance.
info@pentawm.com
781.431.2248
Second Opinion Service
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