GUIDING YOU EVERY STEP OF THE WAY
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What We Do
A Comprehensive Approach Providing a Fully Integrated Wealth Management Plan Focused Entirely on You
At Penta Wealth Management, personal relationships are key, and we understand how important it is to work closely with the individuals, families, and business owners we serve to pursue their financial objectives.
Wealth Management & Financial Planning
Investment & Portfolio Management
Trust & Estate Services
Business & Executive Services
Meet Our Team Members
The Penta Wealth Management team’s shared mission is to help you preserve and prosper. Our collaborative process helps us understand your goals and tailor a plan specific to your needs.
Jonathan Penta
Senior Wealth Advisor Founder & Managing Director CEPA®
Mark H. Fiskio
Founder and Managing Partner of Empirical Asset Management
Anthony Lima
Director of Client Service
Glenn Caldicott
Managing Director at Empirical Asset Management
John P. Shreenan
Senior Vice President/Advisor
Let Us Help You Solve The Challenges You Face Today And Plan For The Future
Experience the personalized service and benefits of the PWM Process.
Clients trust us to solve a range of financial challenges. We take the time to understand your unique situation and deliver tailored solutions, providing sound guidance while coordinating all your advisors into a unified, client-focused perspective.
Redefining Wealth Management
Let’s Achieve Success Together
Start The Conversation. Tell Us About Yourself.
57 River Street, Suite 301,
Wellesley, MA 02481
Investment and advisory services are provided by Empirical Asset Management, headquartered at 57 River Street, Suite 301, Wellesley, MA 02481.
