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Our Company


Our clients include individual investors and their families, trusts, foundations, endowments, and businesses with multiple employees. Our planning process utilizes a team approach. Our most important objective in wealth management is to focus on client needs and bring together the best expertise and market intelligence to deliver the superior planning results to our clients. We are able to do this through our affiliations with top investment companies and proprietary research and advanced technology. Pension & Wealth Management Advisors has also developed a Life Income Model, which organizes and prioritizes assets in order of distribution needs. The Life Income Model provides an objective accumulation and distribution planning methodology along with due diligence, research, database services and technical resources designed to help investors meet their long term planning goals.


Our staff consists of experienced professionals who employ a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about them making their goals. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their goals.


Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. If you have any questions about your current financial situation or would like to schedule an appointment, send us an email or give us a call at (877) 683-3580.

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 800 South St.
Suite 390, Waltham, MA 02453
Phone: (877) 683-3580   Fax: 1 (800) 616-5532   Email:

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

* Securities and investment advisory services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor. Neil McInnis also offers investment advisory services through Pension and Wealth Management Advisors (Pension Wealth Management), a registered investment advisor not affiliated with Royal Alliance Associates Inc. 

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, DC, FL, ME, MD, MA, MI, MS, NH, NJ, NY, OK, PA, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.

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