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 achieve their financial objectives. That is why we provide comprehensive and personalized wealth management solutions in what we proudly call the PWM Process.
We are known for our collaborative approach which begins with listening to your needs. With our firm, you receive an unparalleled approach to wealth management encompassing your entire financial picture, focusing on your goals and values. This allows us to tailor a plan specific to your situation.
Business Owners: Keeping Your Profits In Your Pockets: Fader, Weston: 9781548504120: Amazon.com: Books - Wealth Management For Business Owners title=Wealth Management For Business Owners: Keeping Your Profits In Your Pockets: Fader, Weston: 9781548504120: Amazon.com: Books style=width:100%;text-align:center; onerror=this.onerror=null;this.src='https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSXCGHFvgDe79kXvfhvaNvcdmW6wpyo7JCIB_efuA8gVjKZtNLtpIskK7w-t4H3fikfn-w&usqp=CAU'; />
We want to help you solve the challenges you face today and plan for future financial success. Our experienced wealth management professionals work with you to explore opportunities, protect current assets, and prepare for the unexpected.
Wealth Management Services & Products For Business Owners
If you are an individual or business owner who wants to experience personalized service and the benefits of the PWM Process, reach out to us today to begin a conversation.
At Penta Wealth Management, we provide clients with a tailor-made five-step consultative process to address their financial planning needs and work on handling their greatest challenges. Beginning with a Discovery Meeting, we work closely with our clients to identify where they are, where they want to go, and what gaps need to be filled in order to get them there. By working through each of the five steps, we help guide our clients from Point A to Point B, helping ensure that we meet their financial planning goals.
Clients tend to have similar concerns. However, what differentiates them from one another are the complexities of their financial situation and their unique objectives. As our client, your entire situation will be addressed, including matters involving assets, liabilities, tax status, family dynamics, business partnerships, goals, and values.
The Top 5 Financial Mistakes I See Small Business Owners Make — Legacy Wealth Management
Clients come to us for guidance on a range of advanced planning strategies. Our experienced wealth management professionals work closely with clients to handle a broad spectrum of their needs.
We provide advice on wealth enhancement, helping clients with matters involving cash flow planning, tax mitigation, and liability management. Our team also works with clients to protect their wealth, helping with everything from risk mitigation, to legal structures, to insurance advice. Additionally, we help clients with charitable giving and gifting strategies as well as wealth transfer and legacy planning.
At Penta Wealth Management, we recognize the emotions and critical decision-making that occur throughout the lifecycle of a business. From capital raising strategies to debt financing to succession planning, we have been helping our clients achieve their most important professional goals for over 20 years. But our insight and guidance doesn’t stop there. We are comprehensive wealth managers who see the “big picture”—understanding what it takes to be successful not only in business, but also in life. From taking your company full circle to helping you navigate life’s milestones—like education savings, home financing and retirement planning—our team offers experienced perspectives and practical strategies for pursuing those goals. What’s more, we focus on helping you protect all you’ve achieved so you can build a lasting legacy for generations to come.
Who We Serve
At Penta Wealth Management, we are an experienced team of carefully selected professionals, each with a high level of knowledge and expertise in key financial areas. We work with clients on a range of legal, tax, and risk management matters, working to help them achieve long-term success. Our team of professionals will collaborate on your behalf to help analyze and identify areas of concern that are applicable to your complex financial situation. We then coordinate the efforts to create a blueprint that helps our clients meet their goals.
Our personalized planning and investment guidance provides you with clear direction and hones in on the strategies that are most appropriate to your goals and comfort with risk.
When the time and opportunity present itself, Penta Wealth Management can position you and your business to be ready for your exit.Compared to other investors, business owners require a different approach because they have different wealth management needs. Much of your wealth is likely locked up inside your company. And yet one day, you will want to reach financial freedom.
Wealth Management For Business Owners Letter
We specialize in advising business owners on how to build their personal portfolios and invest outside of their companies, both prior to and then after they exit.
You require a different approach to investing and wealth management because you are different. You built your business and your wealth differently.
Not everyone can be a business owner. It takes a special kind of person: an entrepreneurial spirit, a sense of independence, and self-reliance. We get that about you. We also know that making the transition from being a business owner to an investor raises questions and concerns, such as:
Understanding The Concerns And Needs Of Business Owners
We created the Owner to Investor (O2I) Framework to address the specific needs and concerns many business owners face when investing outside their companies.
The entire framework centers around you, the business owner, and illustrates the specific practices that we follow to address the needs and realities related to owning a business. In this manner, we help our clients stay on the right path to financial freedom.
When you have a trusted advisor helping you navigate big decisions and are no longer stressed about money, you are free to focus on the things that really matter to you.
Cincinnati Financial Planning And Wealth Management For Business Owners
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Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.
Protect The Fruits Of Your Labor With Wealth Management
At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.
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