PENSION & WEALTH MANAGEMENT ADVISORS

Overview

Pension & Wealth Management Advisors is an independent, owner-operated registered investment adviser organized as a corporation and SEC-registered since 2020. The firm bills clients on a percentage-of-AUM basis and provides financial planning and portfolio management, with a stated focus on individuals, families and small-business clients as well as some institutional relationships. The adviser does not present itself as a capital allocator or a pension consultant, and it is not flagged as an active ESG investor or a multi-state adviser. Advisory services center on traditional planning and discretionary portfolio management rather than operating captive investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives