At Pentas, you are our focus. When you grow, we grow. We create a nourishing foundation by constructing a financial plan that covers all the fundamentals and allows your portfolio to flourish and sustain your varying needs. We believe in community and our clients are our family. We offer a wide array of services that allows us to develop a portfolio to meet your growing financial needs.
An investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets.
The preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
The long-term method of wisely managing your finances so you can achieve your goals and dreams.
The process of determining retirement income goals and what is necessary to achieve them.
The process of proactively investing in college education through setting aside funds and research.
Planning that aids in navigating the financial transitions of separation and divorce.
Planning that outlines the goals you have for your company and how to achieve them.
We can help you establish and maintain a wide range of qualified retirement plans.
We help you realize your dreams and then create and monitor a plan for how to achieve them.
