Growing, Maintaining, and Transferring Wealth
Ways to work together:
Employees' Benefits
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Employee Benefits
We specialize in providing Benefit Plans to companies throughout New England. Our team of experienced advisors will assist you in developing, maintaining and communicating various benefit programs.
At PensionmarkMeridien we assist corporate clients by developing, maintaining and
communicating benefit programs for your most valuable resources, your executives and
employees.
Personal wealth
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Personal Wealth
You’ve earned it – now let us take care of it.
A complete wealth management service for any exclusive lifestyle, whether you want to grow
your legacy or secure the future of your loved ones.
Success comes from the organized implementation and execution of a plan. After a clear and
balanced strategy is determined, purposeful actions help to maximize each opportunity, while
minimizing missed ones.
Retirement / Investments / Insurance
Clients Come First
We have valued providing a unique client experience and results since day one when PensionmarkMeridien opened its doors in 1975. Our goal is simple: have clients that love us from the ease of doing business with us, the personal attention we provide, and the savings and quality of work we deliver.
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As of December 31, 2018 the Pensionmark network of advisors and independent advisory firms collectively provide investment management and retirement plan consulting support to over $41.4 billion in assets, including discretionary assets under management (AUM) of over $7.0 billion.