Personalized wealth planning tailored to your goals — from investment management and financial planning to retirement strategy and estate coordination.
Wellesley, MA · Greater Boston
For over a decade, Penta Wealth Management has served individuals, families, and business owners across Wellesley, Newton, and the Greater Boston area. We believe great wealth planning starts with a deep understanding of your life — not just your portfolio.
Our Services
We offer a comprehensive suite of wealth planning services, all working together under one roof.
A comprehensive, ongoing plan built around your goals — retirement, education, estate, and everything in between.
Disciplined, evidence-based portfolio management through Empirical Asset Management — tailored to your risk profile and time horizon.
Our structured, collaborative advisory process ensures your financial plan evolves with your life.
Already working with an advisor? Get an objective, no-cost review of your current plan.
Also From Penta
Already working with an advisor? Get an objective, no-cost review of your current plan — at no charge.
Succession planning, business value acceleration, and capital strategies for Boston-area business owners.
Ready to talk? Schedule a no-obligation consultation with our Wellesley-based advisory team.
Schedule a no-obligation consultation with our team. We’ll take the time to understand your goals and explain how we can help.
