At Pentas, our financial advisors are planning partners with our clients and together, we set financial and life goals; and determine a suitable approach to reaching those goals. Together we will touch on many topics, including how much to save, appropriate types of personal and corporate investment and retirement accounts, trust accounts and investment accounts for minors, debt, mortgage loans, estate and tax planning topics. Our advisors can also advise on insurance matters such as long-term care, term and whole life insurance.
Pentas is a Southeastern investment practice whose culture is engrained in providing exceptional service to our clients. As a client, your goals are our goals. Let us help you.Find an Advisor