Jim Boyd
Wealth Management Advisor
- Role
- Wealth Management Advisor at Pension & Wealth Management Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jim Boyd
Veteran institutional equity analyst and portfolio manager for small and mid-cap…
Experience
Wealth Management Advisor
Pension & Wealth Management Advisors
Sep 2023 — Present · Waltham, MA, US
Pension & Wealth Management Advisors (PWMA) is a boutique financial services firm specializing in wealth management, M&A and investment advisory services. Our primary goal is to assist clients in achieving their financial objectives through strategies tailored to their unique circumstances and aspirations. At PWMA, we take a holistic approach to advising, considering factors such as retirement age, income needs, risk tolerance, tax implications, optimal exit/succession strategies, and legacy planning. By understanding these factors, we develop highly customized plans and investment portfolios designed to optimize returns while managing risk.Our team of experienced advisors is dedicated to providing exceptional service and guidance to our clients. We prioritize transparency, education and open communication, ensuring that clients are informed and empowered to make sound financial decisions. Whether our clients are planning for retirement, saving for their children\'s education, or building wealth for future generations, we are committed to helping them navigate their financial journey with confidence and peace of mind.At PWMA, we understand the importance of trust and integrity in financial advisory relationships. We are and independent advisory firm and engage clients in a fiduciary capacity. This ensures that we are committed to acting in our clients\' best interests at all times and maintaining the highest ethical standards in everything we do. With our expertise, personalized approach, and unwavering dedication to client success, our firm is a trusted partner in navigating the complexities of wealth management, investment management and small business advisory.
Education
Colgate University
Bachelor of Arts - BA, Economics and History
Boston College Carroll School of Management
Master of Science - MS, Finance
1995
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