Senior Vice President – Wealth Management
The Penta Wealth Management Group
Jonathan Penta is a founding member of the Penta Wealth Management Group, and helps a select group of successful individuals and families understand and answer the great questions of their financial lives. As a Wealth Advisor at UBS Financial Services in the greater Boston area, Jonathan and his team employ a 5-step consultative wealth management process to help address his client’s most pressing financial challenges. He uses this consultative process to gain a detailed understanding of his client’s deepest values and goals and then employs customized solutions designed to address each client’s unique needs.
Whatever your dreams, you need a framework for making wise decisions about your money that will help enable you to achieve all that is important to you. Jonathan and his team understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. Jonathan has successfully built an expert team to help address his affluent client’s biggest concerns” preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets aren’t unjustly taken, and charitable giving. Our approach to Wealth Management integrates your entire financial picture.
Successful individuals and families work with Jonathan to:
- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams
- Obtain an independent second opinion from a top financial advisor in their community
- Make educated decisions in today’s uncertain political, economic, and social environment.
- Integrate their team of advisors and Jonathan’s expert team to streamline and optimize the financial decision-making process.