Our Services

Essential to
Your Finance

At Pentas, you are our focus. When you grow, we grow. We create a nourishing foundation by constructing a financial plan that covers all the fundamentals and allows your portfolio to flourish and sustain your varying needs. We believe in community and our clients are our family. We offer a wide array of services that allows us to develop a portfolio to meet your growing financial needs.

Asset Allocation

An investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets.

Estate Planning

The preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.

Financial Planning

The long-term method of wisely managing your finances so you can achieve your goals and dreams.

Retirement Planning

The process of determining retirement income goals and what is necessary to achieve them.

College Planning

The process of proactively investing in college education through setting aside funds and research.

Marital Transition

Planning that aids in navigating the financial transitions of separation and divorce.


Planning that outlines the goals you have for your company and how to achieve them.

401(K) and Business Retirement Plans

We can help you establish and maintain a wide range of qualified retirement plans.

Goal Planning &

We help you realize your dreams and then create and monitor a plan for how to achieve them.

Raymond James does not provide advice on tax or legal matters. Please discuss these matters with the appropriate professional.