Our Team

An Incredible Team of 14 Dedicated Professionals

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.

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George P. Webb, CF2®

Chief Executive Officer

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Neil G. Mcinnis, AIF, CLU, CFP®

Managing Partner, Strategic Initiatives

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David J. Serpa

Managing Partner, M&A Advisory

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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.