Why Pension & Wealth

Why Choose Us?

Engaging an experienced advisory team is one of the most important decisions you can make for your family or your organization. Our wealth management firm practices with the highest level of experience, expertise, and fiduciary standards in the industry. We commit to our clients to provide the most effective advice possible in Boston, MA. Our Wealth Management Advisors priority is to understand and support your entire financial life by crafting a comprehensive, personalized wealth strategy.

Established Credibility

35 Years in Business

Experienced Advisory Team

Combined 100 Years of Experience

Independent & No Conflicts

Fee Only Firm

Diversified Client Base

125+ Current Clients

Fiduciary Advisor

Alignment of Interests

Professional Credentials

CFA, CFP, AIF, CLU

Technology & Reporting

24/7 Online & Mobile Access

Sophisticated Clientele

Professionals & Entrepenuers

Our Relationship: What To Expect

Our approach to working with clients is highly relational and responsive. The frequency of engagement enables us to adapt and modify your financial plan as your personal situation evolves. Our goal is to be a trusted partner and first call on financial decisions that impact you and your family.

Leadership & Collaboration

  • We serve as a single point of contact to work with all your service providers

Engagement & Accessibility

  • Quarterly Client Meetings (In Office or Virtual)
  • Quarterly Performance Reporting & Analytics
  • Quarterly Newsletter & Market Summary
  • Periodic Client Bulletins and Advisories
  • Periodic Calls as Needed

Client Events

  • Annual Client Conference
  • “Meet the Manager” Opportunities
  • Charitable Events

Client Relationship Summary

SEC Form CRS

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.

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