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.

Mergers &
Acquisitions

For business owners seeking a liquidity event, add-on acquisitions, or a capital raise, our M&A practice offers an alternative approach.

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.

350+

Families & Institutions

35

Years in Business

24/7

Account Access

100%

Independent Fee Based Advisory

Our Solutions

Wealth Management Advisors

Our process begins with an in-depth analysis of your current financial circumstances, and we work with you to develop a comprehensive wealth management solution that meet your unique goals. Our wealth managers design, implement, monitor and evaluate the program and make adjustments as your life and investment objectives evolve over time. The investment strategies we implement are customized, well diversified and risk managed. Our team is experienced in managing individual security portfolios, working around low basis positions, using alternative investments, tax efficient strategies and hedging techniques when appropriate. The result is a comprehensive solution that is exclusively focused on achieving your goals.

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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
  • Mergers & 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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