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
Specializing in the design and implementation of investment and insurance solutions for Qualified & Nonqualified Retirement Plans, corporations, executives, and affluent individuals/families. Founded over forty years ago by investment professionals with over a century of combined industry experience, PensionmarkMeridien’s mission is to help our clients accumulate, preserve and transfer their wealth. The team at PensionmarkMeridien are Independent Investment Advisor Representatives of Pensionmark® Financial Group. 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. With 450 advisors and staff throughout the United States, Pensionmark has assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their needs and obligations.
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, 2020, the Pensionmark network of advisors and firms collectively provides support to over $80.7 billion in assets covering over 4,200 retirement plans across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.2 billion.