Pension & Wealth
Management Advisors

A trusted advisor to individuals and institutions for over thirty-five years *

Wealth
Management

For wealthy individuals and families, we offer sophisticated wealth management solutions and expertise in guiding generational wealth transitions.

Institutional
Investors

For endowment, foundation and retirement plans we offer substantial experience in working with boards and managing their investment programs.

Emerging
Wealth

For clients in the earlier accumulation phase of their careers, we offer solutions to systematically turn income and savings into wealth.

Why Pension & Wealth

We are a dedicated professional team of wealth management advisors who offer comprehensive financial solutions to our clients with a risk management approach. Our planning process includes an in-depth analysis of your current financial circumstances. We evaluate strengths and weaknesses and uncover opportunities. We systematically educate you about your financial options to establish a customized plan that aligns with your needs, hopes, and goals.

wealth management advisor

Experience

Full-service wealth management and advisory firm with a client-focused approach led by highly experienced advisors.

wealth advisor

Expertise

With over 90 years of combined experience, our global investment management approach considers macroeconomic themes and opportunities.

Estate planning

All-Inclusive

Comprehensive planning and advice process concentrating on wealth accumulation and distribution.

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Custody & Security

Advice and services delivered with the highest level of fiduciary standards and transparency.

250+

Families & Institutions

35

Years in Business

24/7

Account Access

100%

Independent Fee Based Advisory

Our Solutions

Wealth Management Advisors

We are a dedicated professional team of wealth management advisors who offer comprehensive financial solutions to our clients with a risk management approach. Our planning process includes an in-depth analysis of your current financial circumstances. We evaluate strengths and weaknesses and uncover opportunities. We systematically educate you about your financial options and establish a customized plan that aligns with your needs, hopes, and goals.

Estate Icon

Estate
Planning

  • Wealth transfer preparation
  • Inter-generational stakeholders
  • Coordination of documents
  • Account registration
  • Wealth transfer goals
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Retirement
Planning

  • Hierarchy of distribution
  • Taxation
  • Non-qualified vs. Qualified
  • Transition from earned income to investment income
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Wealth
Forecasting

  • Future value of present sum
  • Cash flow analysis
  • Variance study
  • Unexpected events
  • Historical predictors
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Investment
Management

  • Portfolio analysis
  • Time horizon segmentation
  • Risk tolerance assessment
  • Short and long-term goals
  • Manage and strategy screening
  • Allocation analysis
Risk icon

Risk
Management

  • Risk assessment
  • Insurable Risk: Life insurance, Disability, Long-term care
  • Uninsurable Risk: Investment risk, Portfolio risk budget
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Special
Situations

  • Charitable giving
  • Alternative Investments
  • Business Valuation/Acquisitions
  • Succession Planning
  • Generational Planning
  • ESOP/Deferred Compensation Analysis

Schedule A Complimentary 15 Minute Strategy Session

Speak to one of our advisors today to discuss your specific needs and how we can help you meet your objectives.

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