Pension & Wealth Management Advisors

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and National Planning Corporation. Outside of advising, he is the owner of Belenus Farms LLC, a non-investment-related business. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions, offering access to traditional and alternative investments. The firm customizes portfolios based on fundamental and technical analysis, managing all investments in-house on a discretionary basis.

Craig Bailey is a financial advisor with Pension & Wealth Management Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at NWQ Investment Management Company, Mandeville Advisors, and Kotak Mahindra Inc. He also serves as an advisor to a pharmaceutical manufacturing startup, assisting with strategic planning. Pension & Wealth Management Advisors provides discretionary portfolio management and periodic financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using fundamental, technical, top-down, and bottom-up analysis, offering access to traditional securities as well as alternative investments, with all investment management conducted in-house on a discretionary basis.

George Webb is a financial advisor with Pension & Wealth Management Advisors in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Pension & Wealth Management Advisors in 2020, he worked at Kastel Capital Advisors, Muzinich & Co, Muzinich Capital LLC, and Nuveen Investments. He is also president and owner of an M&A advisory firm, Pension Wealth M&A Advisors LLC. Pension & Wealth Management Advisors provides discretionary portfolio management and periodic financial planning to individual, high-net-worth, and institutional clients. The firm offers customized portfolios using fundamental, technical, top-down, and bottom-up analysis, managing assets internally across a range of traditional and alternative investment strategies.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

James Boyd is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He has worked at Pension & Wealth Management Advisors since 2023 and previously spent 17 years at Newton Investments. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs a customized investment approach combining fundamental, technical, top-down, and bottom-up analysis, managing all portfolios in-house on a discretionary basis.

Andrew Powers is a financial advisor at Pension & Wealth Management Advisors with 37 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial, National Wealth Management Group, USI Securities, and John Hancock. He also serves as a FINRA arbitrator in arbitration cases. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions. The firm manages customized portfolios in-house, using a mix of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional and alternative investments.