Pentas Wealth Management

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

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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

05/11/2026

From day one to year ten, Financial Advisor Jay Poole has been an important part of the Pentas story, and we’re grateful for his leadership, dedication, and excitement for many more years ahead. 🎉

05/05/2026

🎉 Happy Birthday to Financial Advisor Briley Edwards! 🎉

Briley has quickly become a valued part of the Pentas team, bringing a strong sense of integrity, a passion for serving others, and a deep connection to the community. His experience and perspective make a meaningful impact on both our team and the clients he serves.

Wishing you a wonderful birthday, Briley! 🎂✨

05/04/2026

Check out the lastest edition of The Pentas Post featuring financial advisors Jared Collum and Jay Poole.

This time Jared and Jay break down three of the most common types of investments (stocks, bonds, and mutual funds). They also give some quick insight into how each option works, the level of risk involved, and how they might fit into your overall financial strategy.