Pension & Wealth Management Advisors Revenue
Financial Services • 
Waltham, Massachusetts, United States • 11-20 Employees
Pension & Wealth Management Advisors revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Key Contacts at Pension & Wealth Management Advisors
George Webb
Chief Executive Officer
Helen Barber
Director Of Strategy And Research
Allison Majka
Director Of Client Services
Company overview
| Headquarters | 800 South St, Suite 160, Waltham, Massachusetts 02453, US |
| Phone number | +17818100800 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Founded | 2019 |
| Employees | 11-20 |
| Socials |
Pension & Wealth Management Advisors Email Formats
Pension & Wealth Management Advisors uses 3 email formats. The most common is {first initial} (e.g., j@pensionwealth.com), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pensionwealth.com | 72.7% |
{first initial}{last name} | jdoe@pensionwealth.com | 18.2% |
{first name} | john@pensionwealth.com | 9.1% |
About Pension & Wealth Management Advisors
Pension & Wealth Management Advisors (PWMA) is a boutique financial services firm specializing in wealth management, M&A and investment advisory services. Our primary goal is to assist clients in achieving their financial objectives through strategies tailored to their unique circumstances and aspirations. At PWMA, we take a holistic approach to advising, considering factors such as retirement age, income needs, risk tolerance, tax implications, optimal exit/succession strategies, and legacy planning. By understanding these factors, we develop highly customized plans and investment portfolios designed to optimize returns while managing risk. Our team of experienced advisors is dedicated to providing exceptional service and guidance to our clients. We prioritize transparency, education and open communication, ensuring that clients are informed and empowered to make sound financial decisions. Whether our clients are planning for retirement, saving for their children's education, or building wealth for future generations, we are committed to helping them navigate their financial journey with confidence and peace of mind. At PWMA, we understand the importance of trust and integrity in financial advisory relationships. We are an independent advisory firm and engage clients in a fiduciary capacity. This ensures that we are committed to acting in our clients' best interests at all times and maintaining the highest ethical standards in everything we do. With our expertise, personalized approach, and unwavering dedication to client success, our firm is a trusted partner in navigating the complexities of wealth management, investment management and small business advisory.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Pension & Wealth Management Advisors has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Pension & Wealth Management Advisors has never raised funding before.
Pension & Wealth Management Advisors Tech Stack
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Frequently asked questions
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