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Neil G. McInnis, AIF, CLU, CFP®, Partner

Neil G. McInnis
is a partner and co-founder of Pension & Wealth Management. Neil started in the financial services industry as an insurance and benefits specialist in 1986. Over the past 28 years Neil has worked extensively with qualified retirement plan sponsors and their participants.  Giving guidance on investment education, allocation strategies and the development of investment policy statements is an integral part of his background experience.  Neil is a Certified Financial Planner ™ and a Chartered Life Underwriter with the American College. Additionally, Neil holds an A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at the University of Pittsburgh.

Neil has been a member of the American Academy of Orthopedic Surgeons "Life after Orthopedic" education faculty since 2006. He has been a guest presenter at the A.A.O.S. national conferences. He has presented topics on retirement planning as well as the preservation of "human capital."


 

Neil is an avid skier and competitive cyclist. He is also a member of NEMBA (New England Mountain Bike Association). In the off season Neil coaches indoor trainer sessions for a wide range of cycling enthusiasts. Neil resides in Belmont, Massachusetts.


 

Charles A. Ferrone, CLU, ChFC, Partner

Charles A. Ferrone is partner and co-founder of Pension Wealth Management. For the past 30 years he has worked in wealth management focusing on retirement planning, investment planning and estate conservation and distribution.

He holds a bachelor's degree in economics from Dickinson College and earned his Chartered Life Underwriter and his Chartered Financial Consultant designations from The American College. He saw military service as an officer in the Adjutant Generals Corp of the U. S. Army. He is a Registered Securities Principal with Royal Alliance Associates, a registered broker dealer and member FINRA/SIPC.

Charles is also President of Pension and Compensation Planners, Inc., a firm he established 25 years ago which designs, installs and administers retirement plans for closely held corporations.

 

 



Other past achievements include President of both The Boston & The New England chapters of the General Agents and Managers Association, Director of the Northeastern University Insurance Institute, member of the Boston Management Roundtable and Who's Who in Finance and Industry.

Currently Charles is active with the Boston Estate and Business Council, the Northeast Study Group and the elite Royal Court within Royal Alliance Associates, Inc.

He continues to remain active in educational and charitable endeavors while still finding time for family, tennis, golf and skiing. Charles resides with his wife in Southborough, MA.

 

 
   

Jessy Torres, Director of Operations and Client Services

Jessy Torres is our director of client services. She has over 10 years of experience in client services and customer relations. Jessy has been with us since 2004 and is an integral part of our team. She is extremely proficient in the many aspects of our client services process. As a result, Pension & Wealth Management has received consistently above average client feedback on our service delivery.

Jessy holds her Series 7 Securities registration.

Jessy resides with her husband and daughter in Attleboro, MA.



Judy Morris, Manager of Client Services

Judy Morris brings a wealth of knowledge and experience to our firm. Her expertise in client management is invaluable to the practice. She has been associated with and employed by various Ferrone companies for over 30 years starting with The Penn Mutual Insurance Agency in 1975. In 1982 Judy joined Pension and Compensation Planners, Inc. as coordinator for their actuarial and pension administrative services.

In 1992 she moved to the investment service side of Pension and Compensation Planners, Inc. as an investment administrator. Since 2000 Judy has been manager of operations and executive assistant to Charles Ferrone at Pension Wealth Management.

Judy resides with her husband in Bellingham, MA.


Aaron Spelker , Director of Qualified Plans Boston Wealth Management

Aaron Spelker is the Director of Qualified Plans Boston Wealth Management.  A 15-year veteran of the investments and financial services industries concentrating of institutional investing, Aaron leads a BWM team that provides investment advice to corporate sponsored retirement plans, including pension plans, 401(k) plans and 403(b) plans. Prior to joining BWM, Aaron founded Marathon Retirement & Pension Consulting (Marathon RPC) where he offered asset allocation assistance to individuals and institutional retirement plan sponsors. Previously, Aaron ran MetLife’s pension investment advisory program, providing strategic and tactical asset allocation advice to small and mid-sized institutional plans sponsors.

 Aaron is a CFA Charterholder, an active member of the Boston Security Analysts Society and a Certified Internal Auditor. As a community service, Aaron teaches an 8-week finance and investments seminar to middle school children at a Massachusetts private school. Aaron studied at the London School of Economics, received a B.S. from the University of Illinois Urbana-Champaign in finance and graduated summa cum laude with an MBA from Babson College in Massachusetts.














 

Phillip L. Wong ,Managing Director of Boston Wealth Management, LLC

Phil has served in the financial service industry since 1991 and is the founder and Managing Director of Boston Wealth Management, LLC. The philosophy at Boston Wealth is to listen, understand and advise one individual at a time in order to lead clients to their defined goals.

As the Managing Director, Phil also utilizes his experience and investment knowledge assisting other advisors with business and professional development.

Dedication to excellence allows both clients and advisors to be served at a personalized level demanded by each.
Phil resides in Weston, MA with his wife Angie, daughter Ally and son Preston.

 

 





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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

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* 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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