Our Team

An Incredible Team With Experience & Vision

We are a team of seasoned and credentialed professionals fully dedicated to helping our clients meet their financial goals. We offer a wide range of solutions for our clients utilizing a sophisticated yet straightforward risk managed approach.

George Webb CEO

George P. Webb, CF2®

Chief Executive Officer

Read More

Neil McInnis Managing Partner

Neil G. Mcinnis, AIF, CLU, CFP®

Managing Partner, Strategic Initiatives

Read More

Dave Serpa

David J. Serpa

Managing Partner, M&A Advisory

Read More

Brian Gasbarro

Brian T. Gasbarro, AIF®, CPFA

Retirement Plan Advisor

Read More

WE WILL HELP YOU TAKE THE FIRST STEP

Speak to one of our Wealth Management or Retirement Plan Advisors today to discuss your specific needs and how we can help you meet your objectives. Our experienced team of financial advisors are easily accessible to answer your questions either in person or on-line.

Schedule

Pension & Wealth Management Advisors | 800 South Street Suite 160 Waltham, MA 02453
Phone: 1.781.810.0800 |
Email: info@pensionwealth.com

DISCLAIMER TERMS OF USE PRIVACY POLICY CRS FORM

*Investment advisory services offered through Pension & Wealth Management Advisors, Inc., which is registered with the U.S. Securities and Exchange Commission as an investment adviser. Certain of the firm’s current personnel, including prior firm ownership and management, have been advising firm clients for over 35 years, including under previous firm names. Principal Office: 800 South Street, Suite 160, Waltham, MA 02453.