EST. 1828 · Wellesley, MA · Wealth Planning & Business Advisory
We work with individuals, families, and business owners across the Boston area to create a comprehensive financial plan built around what matters most to you.
We work with a focused group of clients who benefit from an ongoing, personalized planning relationship.
Business succession, value acceleration, capital strategy, and transition planning for Boston-area business owners.
Comprehensive wealth planning, investment management, and retirement strategy tailored to your life.
Income planning, estate strategy, and preserving what you’ve worked hard to build across Wellesley and Greater Boston.
Penta Wealth Management is an independent wealth advisory firm based in Wellesley, MA. We serve a select group of individuals, families, and business owners who want more than generic financial advice.
Our team brings decades of experience in financial planning, investment management, business advisory, and estate strategy — all working together, under one roof, for you.
Est. 1828
Heritage
Independent
Fiduciary
Wellesley, MA
Main Office
Greater Boston
Serving MA & Beyond
Services
Comprehensive guidance across every dimension of your financial life — delivered by a dedicated team of independent fiduciaries.
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Holistic financial planning built around your goals, timeline, and values — not products.
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An independent review of your current plan, portfolio, or advisor relationship — no commitment required.
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Strategic financial planning for Boston-area business owners at every stage of growth and transition.
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Explore our library of financial education videos — clear guidance on the topics that matter most.
Our Team
Jonathan Penta founded Penta Wealth Management to bring institutional-quality financial planning to families and business owners across Wellesley, Newton, and the Greater Boston area. With deep expertise in wealth planning and business advisory, Jonathan and his team serve a select group of clients who value a genuine, long-term planning relationship.
Resources
Video
Watch our growing collection of educational videos, webinars, and market insights.
Whitepaper
In-depth guides on wealth planning, business transitions, and retirement for Greater Boston families.
Events
Join our upcoming seminars and workshops for Boston-area families and business owners.
Whether you’re planning for retirement, navigating a business transition, or just want a second opinion — we’re here to help.
