Pentas Wealth Management

10/07/2026

You've worked hard to build your wealth, your family, and your future. But have you taken the time to make sure everything you've built will be protected and passed on according to your wishes?

Estate planning isn't just for the wealthy, and it isn't something that should wait until retirement. Wills, trusts, beneficiary designations, powers of attorney, insurance, and business succession strategies can all play an important role in protecting your family and preserving your legacy.

In this month's blog, Financial Advisor Briley Edwards takes a look at why estate planning is an important part of your overall financial plan and why it's worth reviewing your plan as life changes.

If you haven't reviewed your estate plan recently, now may be a good time to take another look.

pentaswealth.com

09/30/2026

Giving back to the communities we serve is an important part of who we are. 🌟 Financial Advisor Jared Collum, Client Service Associate Sherri Mainor, and Client Service Associate Justin Carter were honored to participate in the United Way Day of Action, volunteering at the Colquitt County Food Bank. We are grateful for the opportunity to support local families and make a positive impact in our community. ❤️

09/30/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

09/24/2026

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you want to spend your time, pursue your priorities and enjoy the years ahead:

raymondjames.com

09/22/2026

🍂 Happy First Day of Fall Y'all! 🍂
There's something special about this time of year, and getting outside as things cool down is definitely a reason to celebrate.

Pentas President Fraley Carlton and her partner Ryan recently enjoyed some time on the trails in the Sierra Nevada Mountains, taking in some beautiful views along the way.

What fun fall activities or trips do you have planned this year?

We'd love to hear what you're looking forward to.

09/16/2026

September can be one of the best times to take a fresh look at your financial plan.

Instead of waiting until the end of the year, now is a great time to review your progress, revisit retirement contributions, begin year-end tax planning, and make sure your financial plan still reflects your goals and priorities.

In this month's blog, Financial Advisor Jennifer Parker from our Boone location shares six financial planning moves to consider this September. She also explores why getting an early start can give you more time, flexibility, and confidence heading into the final months of the year.

Don't wait until December. A little planning now can help make year-end decisions feel a lot more manageable.

Check out this and the other blog articles from the Pentas advisors on our website.

pentaswealth.com

09/14/2026

Lily Ruth has started her middle school career at Colquitt Christian Academy in Moultrie, and we couldn't be more excited for her!

Alongside Practice Manager Sunshine Massey, the whole Pentas team is cheering her on as she begins this next chapter.

Have a great school year, Lily Ruth!

09/09/2026

How can you start preparing for your child’s future education expenses?

In this month’s edition of The Pentas Post, Financial Advisors Jared Collum and Jay Poole discuss the benefits of opening a 529 Savings Plan and how it can be an important part of planning for the cost of your child’s education.

09/06/2026

How are you making the most of the long weekend? Are you relaxing, getting together with family and friends, or making time for a favorite hobby?

Financial Advisor Jay Poole recently picked up a new hobby…bread making. And judging by these loaves and hamburger buns, he's off to a great start!

Whatever you're doing, we hope you're enjoying some well-deserved time to relax, have fun, and do something you enjoy.

Happy Labor Day from all of us at Pentas Wealth Management!

09/04/2026

Put your retirement fund to work by turning it into retirement income. Learn more:

raymondjames.com