Business Details
38 Years
experience
Your Trusted Partner for Comprehensive Financial Advisory Services
Pension & Wealth Management Advisors is a client-focused wealth management firm with over 35 years of experience guiding individuals, families, and institutions through complex financial landscapes. Our team of seasoned professionals employs a risk-managed approach to wealth planning, combining sophisticated investment strategies with personalized service. We prioritize fiduciary standards, transparency, and long-term client relationships, offering expertise in estate planning, retirement transitions, and intergenerational wealth transfer.With a commitment to education and comprehensive analysis, we help clients navigate financial decisions aligned with their unique goals. Our independence ensures unbiased advice, while our global perspective and local accessibility provide tailored solutions for both emerging and established wealth.
Services
Wealth Management
Retirement Planning
Estate Planning
Investment Management
Mergers & Acquisitions Advisory
Risk Management
Wealth Forecasting
Portfolio Analysis
Charitable Giving Strategies
Succession Planning
Details
- Year established: 1988
Highlights and features
- We have over 35 years of experience in wealth management advisory services
- Our advisors hold prestigious credentials including CFA, CFP, and AIF designations
- We operate as a 100% independent fee-based advisory firm
- Our team offers 24/7 online and mobile account access for clients
- We maintain fiduciary standards with full transparency in all client relationships
Associations and certifications
- U.S. Securities and Exchange Commission
Services
Wealth Management
Our wealth management services provide comprehensive strategies for growing and preserving assets. We create customized plans addressing investment management, tax efficiency, and long-term financial goals. With a focus on risk assessment and portfolio diversification, we help clients navigate complex financial decisions while maintaining fiduciary responsibility.
Retirement Planning
Specialized retirement planning services guide clients through the transition from earned income to investment-based income. We analyze distribution hierarchies, tax implications, and qualified vs. non-qualified accounts. Our approach ensures sustainable income streams while maintaining portfolio growth potential for long-term financial security.
Estate Planning
Estate planning services focus on intergenerational wealth transfer and legacy preservation. We coordinate legal documents, account registrations, and tax-efficient strategies to implement clients' wealth transfer goals. Our approach balances family needs with legal requirements for seamless asset distribution.
Investment Management
Our investment management services include portfolio analysis, risk assessment, and strategic allocation. We implement customized strategies considering time horizons, risk tolerance, and financial objectives. Through continuous monitoring and adjustments, we optimize portfolios for both short-term needs and long-term growth.
Mergers & Acquisitions Advisory
M&A advisory services assist business owners with liquidity events, acquisitions, and capital raising. We provide valuation analysis, transaction structuring, and negotiation support. Our strategic approach maximizes value while aligning with clients' long-term business objectives and financial goals.
People
George P. Webb
Chief Executive Officer
With over 30 years in investment management, George leads our firm's strategic direction. He previously held senior roles at Fidelity and Northern Trust, bringing global perspective and institutional expertise to client advisory services.
Neil G. McInnis
Managing Partner, Strategic Initiatives
A co-founder with 30+ years in retirement planning, Neil specializes in investment education and policy statements. He holds CFP and CLU designations, with extensive experience guiding qualified retirement plan sponsors and participants.
David J. Serpa
Managing Partner, M&A Advisory
David brings 25+ years of executive experience in business transformation and M&A advisory. His expertise spans multiple industries, focusing on maximizing shareholder value through strategic acquisitions and business transitions.
James M. Boyd
Wealth Management Advisor
With 30+ years in investment management, James specializes in equity research and portfolio management. A CFA charterholder, he previously managed award-winning small-cap strategies at Newton Investments, serving both institutional and private clients.
Mark J. Majka
Chief Investment Officer
As CIO, Mark oversees investment strategy with 28 years of experience in equity research and portfolio management. A CFA charterholder, he previously managed global sector funds at BNP Paribas, bringing deep expertise in market analysis and asset allocation.
Questions
What investment management services do you offer?
We provide customized portfolio management, risk assessment, and strategic allocation services tailored to individual financial goals and risk tolerance levels.
How do you approach retirement planning?
Our retirement planning analyzes distribution hierarchies, tax implications, and income sustainability to create personalized strategies for long-term financial security.
Are you a fiduciary advisor?
Yes, we operate as a 100% independent fee-based advisory firm with strict fiduciary standards and full transparency in all client relationships.
What technology platforms do you use?
We offer 24/7 online and mobile access with sophisticated tools for portfolio tracking, goal modeling, and consolidated financial management.
How are your fees structured?
As a fee-only firm, our compensation is transparent and aligned with the comprehensive services we provide, with no hidden costs or commissions.
Do you work with institutional investors?
Yes, we serve endowments, foundations, and retirement plans with specialized investment policy guidance and institutional-grade portfolio management solutions.
