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.
Experience
Full-service wealth management and advisory firm with a client-focused approach led by highly experienced advisors.
Expertise
With over 90 years of combined experience, our global investment management approach considers macroeconomic themes and opportunities.
All-Inclusive
Comprehensive planning and advice process concentrating on wealth accumulation and distribution.
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
Planning
- Wealth transfer preparation
- Inter-generational stakeholders
- Coordination of documents
- Account registration
- Wealth transfer goals
Retirement
Planning
- Hierarchy of distribution
- Taxation
- Non-qualified vs. Qualified
- Transition from earned income to investment income
Wealth
Forecasting
- Future value of present sum
- Cash flow analysis
- Variance study
- Unexpected events
- Historical predictors
Investment
Management
- Portfolio analysis
- Time horizon segmentation
- Risk tolerance assessment
- Short and long-term goals
- Manage and strategy screening
- Allocation analysis
Risk
Management
- Risk assessment
- Insurable Risk: Life insurance, Disability, Long-term care
- Uninsurable Risk: Investment risk, Portfolio risk budget
Special
Situations
- Charitable giving
- Alternative Investments
- Mergers & Acquisitions
- Succession Planning
- Generational Planning
- ESOP/Deferred Compensation Analysis