PENSIONWEALTH: SELECTING THE RIGHT INVESTMENT STRATEGY
Successful Investments
Investment advisory services offered through Pension & Wealth Management Advisors, Inc. The firm is a Registered Investment Advisor with the United States Securities and Exchange Commission (SEC). The team of advisor representatives operating as Pension & Wealth Management Advisors have been in business for over 35 years. Principal Office: 800 South Street, Suite 160, Waltham, MA 02453. E-mail:
ABOUT
We are a dedicated professional team of wealth management advisors who offer comprehensive financial solutions to our clients with a risk management approach. Our planning process includes an in-depth analysis of your current financial circumstances. We evaluate strengths and weaknesses and uncover opportunities. We systematically educate you about your financial options and establish a customized plan that aligns with your needs, hopes, and goals.
GEORGE P. WEBB
Chief Executive Officer & Managing Partner
George P. Webb is the chief executive officer and a managing partner at Pension & Wealth Management Advisors and has been in the investment management industry for over 25 years. George has worked extensively with institutional and wealth management clients over his career in providing guidance on designing, implementing, monitoring and evaluating their investment programs.
ANNA NICASTRO, CFP
Managing Partner
Anna has over 20 years of investment management experience working with wealth management and institutional clients. Anna began her career as an assistant portfolio manager, working on equity strategies. She later worked at BankBoston in the Global Asset Management Group as a senior relationship manager, working with institutions and pension funds. Prior to joining Pension and Wealth Management, Anna worked with individuals and families in all phases of the financial planning process. Anna is a Certified Financial Planner.
ALAN C. SIMPSON
Managing Partner
Alan C. Simpson is a managing partner of Pension & Wealth Management and has worked in the investment business since 1975. Prior to establishing his own business in 1995, he was a senior portfolio manager for Boston Safe Deposit and Trust Company. Before joining Boston Safe he was the Director of International Investments at Rhode Island Hospital Trust.
