Pension & Wealth Management Advisors Inc. Press Releases - EIN Presswire

Published on September 2, 2025 - 13:59 GMT

Pension & Wealth Management Advisors Announces Strategic Acquisition of Devonshire Asset Management

WALTHAM, MA, UNITED STATES, September 2, 2025 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (“PWMA”), an independent wealth management firm, today announced the acquisition of Devonshire Asset Management Inc., an established advisory …

Distribution channels: Banking, Finance & Investment Industry ...

Published on April 8, 2025 - 16:49 GMT

Pension & Wealth Management Advisors Enhances Midwest Presence with Latest Addition

WALTHAM, MA, UNITED STATES, April 8, 2025 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (“PWMA”), a provider of wealth management and retirement planning solutions, is pleased to announce the addition of Dr. Bradley C. Cannon, to their …

Distribution channels: Banking, Finance & Investment Industry ...

Published on December 10, 2024 - 13:00 GMT

Pension Wealth M&A Advisors Represents Applied Technical Systems, Inc in Successful Sale to Solutions Development Corp.

WALTHAM, MA, UNITED STATES, December 10, 2024 /⁨EINPresswire.com⁩/ -- Pension Wealth M&A Advisors, a leading provider of financial advisory and M&A services, is pleased to announce its role as the exclusive advisor to Applied Technology Systems Inc …

Distribution channels: Banking, Finance & Investment Industry ...

Published on October 15, 2024 - 13:29 GMT

Pension & Wealth Management Advisors Expands Retirement Plan Advisory Team

WALTHAM, MA, UNITED STATES, October 15, 2024 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (“PWMA”), a provider of wealth management and retirement planning solutions, is pleased to announce the addition of Andrew J. Powers to their team …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 3, 2024 - 11:23 GMT

RIA Expands Market Presence with Strategic Acquisition of Simpson Investment Counsel

WALTHAM, MASSACHUSETTS, USA, September 3, 2024 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (“PWMA”) is pleased to announce the successful acquisition of Simpson Investment Counsel, a Lexington, MA based advisory firm. The company is a …

Distribution channels: Banking, Finance & Investment Industry ...

Published on January 16, 2024 - 16:40 GMT

Pension & Wealth Management Advisors Adds Robert Veek as Managing Partner

WALTHAM, MA, USA, January 16, 2024 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (“PWMA”) has recently announced the addition of Robert A. Veek as a Managing Partner. In the new role, Veek will be working with our wealth management and …

Distribution channels: Banking, Finance & Investment Industry ...

Published on November 1, 2023 - 13:00 GMT

Pension & Wealth Management Advisors Adds James Boyd as Managing Partner

WALTHAM, MA, USA, November 1, 2023 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors has recently announced the addition of James M. Boyd as a Managing Partner. In the new role, Boyd will be responsible for advising wealth management and …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 5, 2023 - 16:56 GMT

Pension & Wealth Management Advisors Adds Helen Barber as Director of Strategy & Research

WALTHAM, MA, USA, September 5, 2023 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (PWMA) has recently announced the addition of Helen L. Barber as consultant Director of Strategy & Research. In the new role, Barber will be …

Distribution channels: Banking, Finance & Investment Industry ...

Published on February 7, 2023 - 19:01 GMT

Pension & Wealth Management Advisors Partners With Interise to Provide Continuing Education to Minority-Owned Businesses

Pension & Wealth Management Advisors Partners with Not-For-Profit to Provide Continuing Education for Minority-Owned Businesses WALTHAM, MA, USA, February 7, 2023 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (PWMA) is pleased to …

Distribution channels: Banking, Finance & Investment Industry ...

Published on September 14, 2022 - 18:15 GMT

Pension & Wealth Management Advisors Launches Financial Literacy Program Designed for Investors of All Ages

WALTHAM, MA, USA, September 14, 2022 /⁨EINPresswire.com⁩/ -- Pension & Wealth Management Advisors (PWMA) is pleased to announce the launch of Pension & Wealth University. The financial literacy program was created in response to client requests to …

Distribution channels: Banking, Finance & Investment Industry ...