A complete list of active advisors currently associated with Pension & Wealth Management Advisors

Warmer can help you find a great advisor at Pension & Wealth Management Advisors or one who fits your needs even better.

Pension & Wealth Management Advisors provides portfolio management and financial planning to individuals, high‑net‑worth clients, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. Services cover traditional securities (stocks, bonds, mutual funds, ETFs) and extend to alternative investments such as hedge funds, private placements, real estate, and venture/post‑venture capital, and the firm may employ options strategies. The firm customizes portfolios to each client’s risk tolerance, time horizon and liquidity needs, using a mix of fundamental, technical, top‑down and bottom‑up analysis and conducting account reviews at least quarterly with periodic rebalancing. All investment management is carried out directly by the firm (it does not outsource to third‑party sub‑advisers), and many client accounts are managed on a discretionary basis. Distinctive aspects include a relatively large asset base (approximately $530 million) managed by a small team and routine access to less liquid and higher‑complexity investments and strategies (including option writing that can involve covered and uncovered positions). The firm discloses that some representatives are licensed to sell insurance and may receive commissions, it uses a promotor arrangement for referrals, does not participate in wrap fee programs, and does not vote client proxies.

To learn more about the advisors currently working at Pension & Wealth Management Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.