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Pension & Wealth Management
Pension & Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow and preserve our clients' wealth by delivering a comprehensive level of personalized service. 
Newsletters
  • Is Smart Beta a Smart Strategy for You?
    Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company's total outstanding stock. This means the
  • Tax Benefits of Homeownership
    Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax
  • Is It Wise to Trade Your Pension for a Lump Sum?
    Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
  • Are you ready to retire?
    Here are some questions to ask yourself when deciding whether or not you are ready to retire.
  • What is an ERISA fiduciary?
    The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit
    
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 800 South St.
Suite 390, Waltham, MA 02453
Phone: (877) 683-3580   Fax: 1 (800) 616-5532   Email: info@pensionwealth.com

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

* Securities and investment advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. Neil McInnis also offers investment advisory services through Pension and Wealth Management Advisors (Pension Wealth Management), a registered investment advisor not affiliated with Royal Alliance Associates Inc. 



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, DC, FL, ME, MD, MA, MI, MS, NH, NJ, NY, OK, PA, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.
 


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