Pension & Wealth Management Advisors is a full-service wealth management advisory firm that has been serving clients for over thirty-five years. They provide the broadest investment opportunity set for their clients, select investment managers based on proprietary research and experience, and build optimized portfolios to achieve objectives. They manage the portfolios based on global themes and prudent risk management.

Finance

Pension & Wealth Management Advisors

Anna Nicastro

George P. Webb

Brian T. Gasbarro

Charles A. Ferrone

David J. Serpa

Ben M. Matzilevich

Mark J. Majka

Neil G. McInnis

Frederick F. Sears

The leadership team at Pension & Wealth Management Advisors has a history of experience in the financial planning and business industries. The team is led by a chief executive officer with a background in economics and finance from Bentley University, as well as business experience from the University of Colorado.

Leadership Team

Leadership Team

About

Team members