Pentas Wealth Management

06/17/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future:

raymondjames.com

06/15/2026

🎉 Happy Birthday to Justin Carter! 🎉
Today we're celebrating Justin and all he brings to the Pentas team. We're grateful for his commitment and dedication to the success of our clients and our practice.

Have a fantastic day Justin from the whole Pentas family🎂🎈

06/10/2026

How often do you check your 401(k)?

If the answer is "every day" or even "every week," you may be doing more harm than good.

In our latest blog, Pentas President Fraley Carlton explores why frequent account monitoring can lead to emotional investing decisions and potentially lower long-term returns. Learn how a simple shift in perspective can help you stay focused on what matters most...your long-term financial goals.

Read the full article at the link below. ⬇️

pentaswealth.com

06/03/2026

Have you taken the time to review your beneficiaries lately?
In this month's edition of The Pentas Post, Financial Advisors Jared Collum and Jay Poole discuss why beneficiary designations are such an important part of your financial plan and share a few simple steps to help ensure your assets are distributed according to your wishes

06/01/2026

As a small business owner for more than 25 years, Jen Parker's experience and background give her an invaluable perspective on the goals and needs of a wide range of clients, especially professional women and small business owners. Committed to putting her clients first with a high standard of service and fiscal education, Jen is an excellent addition to our roster 🎉

05/27/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

05/26/2026

Jared Collum is a dedicated financial advisor who thrives on guiding his clients toward financial success. He specializes in retirement preparation, investment strategies, and financial goal planning and monitoring. We are continuously grateful to have him on the Pentas Team🎉

05/20/2026

yahoo.com

05/18/2026

Practice Manager Sunshine Massey keeps Pentas running smoothly with her organization, dedication, and steady support. We’re so grateful for all she does behind the scenes each day✨

05/13/2026

Each month a Pentas Financial Advisor covers a new topic in our Blog. If you have quesitons about best options regarding retirment May's topic is super helpful.

Advisor Briley Edwads breakdown annuities and shares why they may or may not be a good fit.

pentaswealth.com