About
At Penta Wealth Management, led by Jonathan Penta, CEPA®, we help individuals, families, executives, and business owners navigate complex financial decisions through an integrated, relationship-driven approach. Based in Wellesley, MA, we provide financial planning, investment management, business value acceleration, exit planning, and legacy planning tailored to each client's goals and priorities. We work collaboratively to coordinate strategies across your broader financial picture and help you...
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Services
Investment Management
Retirement Planning
Estate Planning
FInancing and Lending
Business Transitioning
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Tue 9:00 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Dateunknown
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- Owner Jonathan Penta
- Email [email protected]