Jonathan Penta is a founding member of the Penta Wealth Management Group. For the past 18 years, he has helped a select group of successful individuals and families understand and answer the great questions of their financial lives. As a Wealth Advisor 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.