We are more than just innovative employee benefits consultants.
We are trusted advisors.
Pension & Wealth Consultants, LLC are experts in all aspects of Qualified Retirement Plans, Employee Benefits and Estate & Business Succession Planning. As independent consultants, we work with only the best interests of our clients in mind. We design, implement and maintain innovative custom strategies for small to mid-sized businesses based on current realities and future objectives, helping you to reach your most important financial and business goals.
▪ We have more than 15 years of experience delivering profitable custom solutions - not one size fits all plans
▪ An enduring commitment to fostering long term personal relationships through service, knowledge and education is at the heart of all we do
▪ Our Best of Breed strategic alliances with providers of pre-tax benefit programs and other valuable services help you to align and maximize all of your efforts to amplify profitability