Pension & Wealth Management Advisors, based out of Waltham, MA, is a reputable investment advisory firm catering to a diverse clientele. With over 160 individual clients and more than $165,208,000 in assets under management, they have established themselves as trusted financial partners.
With a local presence in Waltham, MA, Pension & Wealth Management Advisors operates from a single office, delivering personalized services to their clients. Their expertise lies in managing assets for employer 401K plans as well as individual investors, making them well-versed in this specific area. Notably, all the assets they oversee are discretionary, reflecting their commitment to making informed investment decisions.
The firm's compensation structure includes various types, including a percentage of assets under management. This ensures alignment of interests between the advisors and their clients, fostering a collaborative approach to wealth management.
Pension & Wealth Management Advisors boasts a team of eight dedicated professionals, five of whom specialize in providing investment advisory services. Each investment advisor manages an average of approximately $33,040,000 in assets, demonstrating their ability to handle substantial portfolios.
The firm takes pride in the longevity of their advisory staff, with notable names like Brian Gasbarro, George Webb, and Neil Mcinnis among their most experienced team members. These individuals bring a wealth of knowledge and expertise to their client engagements, ensuring a high level of service and customized financial solutions.
In summary, Pension & Wealth Management Advisors is a trusted investment advisory firm in Waltham, MA, managing significant assets for a diverse client base. With their experience in employer 401K plans and individual investments, personalized service approach, and seasoned team of advisors, they continue to provide comprehensive and reliable financial guidance.