Navigate the Complexities of Wealth Management

Jonathan Penta, CEPA

A Senior Wealth Advisor and an expert in wealth management. Founder and Managing Director at Penta Wealth Management.

Expertise

Personalized Strategies for Your Financial Goals

Jonathan works with high-net individuals, business owners and CEOs, helping them navigate the complexities of wealth management and tailoring individual plans to help meet their individual needs.

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Financial Planning

Jonathan has a wealth of experience working with, and helping people, in all stages of their career: helping them to successfully plan their financial futures.

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Investment Strategy Integration

Jonathan builds each client a customized investment strategy that helps them achieve their desired goals and outcome.

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Business Exit Planning

Jonathan is a Certified Exit Planning Advisor (CEPA) and helps CEOs and business owners successfully exit their companies.

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Accomplishments

Years Of Service

Jonathan Penta

Why Founders Talk To Wealth Advisors

Services Offered

Utilizing a Detailed
Consultative Process

In today’s complex financial landscape, Jonathan helps his clients make highly-informed decisions when taking care of their wealth, approaching it with a detailed consultative process.

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Wealth Management Plans

Jonathan implements and develops comprehensive wealth management plans.

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Exit Strategies

Specialized services on exit strategies: retirement income planning and business exit planning.

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Expert Guidance

With over 25 years’ of experience, Jonathan provides expert guidance on portfolio construction and investment strategy.

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A Coordinated Effort

Jonathan coordinates with existing advisors to help streamline and optimize future financial planning.

About

Personal Interests

Jonathan lives in Wellesley, MA, with his wife, Paula, and their three children, . The family enjoys staying busy with activities such as traveling, fitness, and skiing. Jonathan also volunteers as a youth soccer coach.

With over two decades of experience in the financial services industry, Jonathan has dedicated his career to helping a select group of individuals, families, and business owners navigate the complexities of wealth management. His firm employs a comprehensive 5-step consultative process so that each client receives personalized strategies tailored to their unique financial goals and values.

Testimonials

What His Clients
Have to Say

Above all, the financial and personal well-being of Jonathan’s clients is his utmost priority. See what some of his clients have to say.

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Jonathan and Penta Wealth Management really impressed me with the depth and breadth of their knowledge. They have a great deal of experience solving the issues that business owners face when financial planning involves closely held businesses.

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Joshua Meltzer

CBI, CFP, CMSBB, CEPA

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Jonathan is the consummate consultative professional financial planner and strategic relationship manager. Setting him apart from a crowded landscape of wealth management providers is his committment to total and integrated planning (regardless of whether or not his advise is part of his fee), a solid background in technical finance (rather than a sales customer facing rep), and a genuine concern for the success of his programs for his clients. In addition, Jonathan works well with my legal and accounting relationships, and has made sure that their needs are also met in maximizing service to our family.

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Bernie Weiss

Vice President, Business Development at World Congress