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:

At Pentas our first priority is our clients. We first seek to identify each client’s goals, which we believe must be measurable, specific and realistic. The identification of both short-term and long-term goals is essential in creating the foundation of a successful financial plan. These stepping stones establish the path that can lead to financial success.

“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.

Accessibility to our clients is what differentiates our advisors. We believe that the basis of our business is our relationships with our clients. We strive to know and serve our clients through all of phases of life: from a child’s birth, a wedding of a child or grandchild, to divorce or the passing of a loved one, we are here to guide our clients through every step.

At Pentas we believe that independent thinking provides us the ability to provide our clients with personalized recommendations based on the needs and desires of those we serve. Our years of experience and market observation provide us with the knowledge to align our advice with our clients’ goals and objectives.

Our talented team works with passion because we feel our work can make a positive difference for our clients and the world. We have dignity and respect for each other and our clients; and will always choose what is best for others over what is best for ourselves. Our culture is built on high standards, transparency and empowerment through action.

Questions? Contact us at (229) 616.6162 or if you prefer