At Pentas, we are a young but established team of financial advisors with combined industry experience of over 70 years. Our chief concern is to help our clients build and preserve wealth. Whether planning for retirement, saving for a vacation home or estimating the cost of a child’s education, we offer a wide array of options and services to help prepare for the future and help reach financial goals.
The word Pentas is derived from the Greek word, Penta, which means FIVE. At Pentas Wealth Management our business is based on five pillars, which drive our business and how we serve our clients. These pillars are:
“The essence of investment management is the management of RISKS, not the management of RETURNS.”
~ Benjamin Graham
The advisors at Pentas strongly believe that managing the risk of a portfolio, as opposed to focusing solely on the return, will lead to returns that fit with a client’s objectives. Investors should recognize that risk may be correlated with return and that every investment involves some degree of risk and, rather than being desirable or undesirable, is unavoidable. Understanding these risks is one of the most important parts of a financial education. Our advisors work diligently to pinpoint each client’s risk tolerance and provide investment options that correspond with that tolerance to help achieve the desired return. Successful investors look first and foremost, to control risk with the goal that the returns will come.