Pension & Wealth Management Advisors

Pension & Wealth Management Advisors, Inc. (PWMA) is a registered investment advisor offering services to individuals, high net worth individuals, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. Established in December 2019 and registered with the SEC in July 2020, PWMA acts as a fiduciary to clients. The firm provides portfolio management services on a discretionary basis, tailoring investment strategies to individual client needs. Investment options include stocks, bonds, ETFs, options, mutual funds, and alternative investments. Financial planning services cover areas such as income taxes, insurance, investments, retirement planning, and estate planning. PWMA reviews client accounts quarterly, with the option for more frequent reviews and adjustments. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, and institutions. Investment analysis methods include fundamental, technical, top-down, and bottom-up analysis. PWMA charges a 1.00% annual fee for portfolio management, with a minimum annual fee of $10,000. The firm does not participate in soft dollar benefits or directed brokerage. PWMA does not vote proxies on behalf of clients and has no adverse financial conditions or bankruptcy-related matters.