Neil G. McInnis

Neil G. McInnis is a managing partner and co-founder of Pension & Wealth Management. Neil started in the financial services industry as an insurance and benefits specialist in 1986. Over the past 30 years Neil has worked extensively with qualified retirement plan sponsors and their participants. Giving guidance on investment education, allocation strategies and the development of investment policy statements is an integral part of his background experience. Neil is a Certified Financial Planner™ and a Chartered Life Underwriter with the American College. Additionally, Neil holds an A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at the University of Pittsburgh. Neil has been a member of the American Academy of Orthopedic Surgeons “Life after Orthopedic” education faculty since 2006. He has been a guest presenter at the A.A.O.S. national conferences. He has presented topics on retirement planning as well as the preservation of “human capital”.

Neil is an avid skier and competitive cyclist. He is also a member of NEMBA (New England Mountain Bike Association). In the off-season, Neil coaches indoor trainer sessions for a wide range of cycling enthusiasts. Neil resides in Princeton, Massachusetts.