Wealth Manager Advisor - Roles & Activities

1
Wealth Manager Advisor - Roles Activities
2
Our Approach

• Pension Wealth is dedicated to providing our
  clients with service that is as personal as
  possible and based on integrity and expertise
  reflective of the firm's core values and ethics.
• To know more about estate planning trusts.

3
Our Services
Wealth Management
Institutional Investors
Emerging Wealth
4
Wealth Management

• With sophisticated wealth management solutions
  and expertise in guiding generational wealth
  transitions, we offer sophisticated wealth
  management services to wealthy individuals and
  families.

Institutional Investors
Our experience in managing endowment, foundation,
and retirement plans enables us to work
effectively with boards.
Emerging Wealth
Our team of financial experts offers
income-to-wealth solutions to clients in their
early career accumulation phase.
5
Why Us
Our firm provides full-service wealth management
and advisory services. We are led by highly
experienced advisors who focus on the client's
goals.

• Experience
• Expertise
• Custody
• Security

In addition to a global look at macroeconomic
themes and opportunities, our experienced global
investment managers have over 90 years of
combined experience.
Transparency and high fiduciary standards are
hallmarks of the advice and services we deliver.
6
Our solutions

• Estate Planning
• Retirement Planning
• Wealth Forecasting
• Investment Management
• Risk Management
• Special Situations

7
CONTACT US

• Pension Wealth Management Advisors
• 800 South Street Suite 160 Waltham, MA 02453
• Phone [phone]
• Email info_at_pensionwealth.com
• Website - https//pensionwealth.com/
• Follow us Twitter
• Facebook
• Instagram
• Social