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“We will help nourish and protect your portfolio, reducing the risk to its longevity.”

Fraley Carlton President of Pentas Wealth Management

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“Our approach is deeply rooted in risk reduction, more so than return.”

Jay Poole Vice President of Pentas Wealth Management

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“Like trees protecting each other in a storm, our strong foundation will help you weather all of life’s difficult moments.”

Richard M. Martin Vice President of Pentas Wealth Management

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“Your portfolio’s lifespan is rooted in our risk-resistant approach.”

Stevan Jones Vice President of Pentas Wealth Management

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Rooted in Excellence. Growing Together.™

Our mission is to help nourish and protect our client portfolios’ longevity so that we grow together.

Staff Longevity = Portfolio Longevity
Simplify the Complex
Pentas Wealth Management
Manage Risk Above Return
All Assets Working Together
Nourish and Sustain the Relationship

Our Services

At Pentas, you are our focus. When you grow, we grow. We create a nourishing foundation by constructing a plan that covers all the fundamentals and allows your portfolio to flourish and sustain your varying needs.

Our Value as a Team

Our established, credible team of financial advisors has over 80 years of experience creating strong client portfolios that weather ever-changing economic landscapes. At Pentas, we focus on managing risk, loss avoidance, and understanding your needs to shelter and protect your assets. We follow the fiduciary standard and always put your interest first.

Meet Our Team

Our team has the experience. We know what you need and can make the expert, informed decisions you need to lay a secure foundation that will yield the future you want. As family advisors, we keep your family in mind. In following the fiduciary standards, we prioritize your needs above all else.

Meet Our Team

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    Locations

    Pentas is a Southeastern wealth management practice whose culture is rooted in giving back to our clients and community. You are our focus. When you grow, we grow.

    Moultrie

    27 E Central Avenue
    Moultrie, GA 31768
    (229) 616-6162

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    Albany

    2549 Lafayette Plaza Dr. Ste. 101
    Albany, GA 31707
    (229) 883-2450

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    Jacksonville

    10752 Deerwood Park Blvd. Ste. 100
    Jacksonville, FL 32256
    (904) 996-1184

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    Lake City

    253 NW Main Blvd.
    Lake City, FL 32055
    (386) 623-6591

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    St. Simons Island

    112 Professional Park, Ste. 1
    St. Simons Island, GA 31522
    (912) 261-4798

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    Giving Back

    Business and economic health are created and nurtured through a strong network of community support and sponsorship. At Pentas, we believe in extending our roots into our communities by giving both our time and financial support.

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