Secure Your Future. Build Your Legacy.
Whether you're planning for retirement, growing your investments, or looking for professional consulting tailored to your unique situation, we're here to guide you every step of the way. Years of experience have prepared us to guide you through your unique life transitions.
Confidently Plan for a Retirement You
Can Enjoy
We specialize in helping Union members and their families plan and save effectively, so they can live confidently and enjoy their retirement.
Our Specialized Firm
Pereira Wealth Management is an independent retirement services firm with the backing of powerful nationwide partnership with Cetera Wealth Services, LLC. Because of our specialized services, our fiduciary, needs-based perspective, and our non-commission business model, we stand apart from other more general and traditional financial firms. We specialize in the work we do for individuals, small business owners and union members, and we do it well. We’ve worked hard to earn the trust of our clients, and we’ll work hard to earn and keep yours, too.
A Transparent Approach to Personalized Planning
At Pereira Wealth Management, our process may look similar for each client, as it’s based on time-tested strategies, but we tailor your experience to help suit your specific situation, needs and preferences. Moreover, when you work with us, given our fiduciary perspective, our transparent, price-sensitive and non-commission fee structure, you can trust that we’ll always put your needs first and that your best interests are our top priority. Our transparent approach results in a truly personalized financial plan you can trust. Our business is built on a foundation of thoughtful client relationships.
Employee Consulting Services
We focus our retirement planning services on individuals, small business owners, and union members and their families. Our team helps clients navigate advantageous routes for pension and 401(k) distribution, as well as other key planning strategies tailored to their unique needs and goals.
Financial Planning
At Pereira Wealth Management, our financial planning and investment management services are thorough, transparent, and non-commission based. We help create highly personalized financial plans that put your needs and best interests first.
Retirement Planning
Adequately planning and preparing for retirement is a challenge for individuals, union members, and small business owners alike—even for those who are financially savvy. We’ll help maximize the potential of your retirement funds and lifetime income through careful, transparent planning.
Investment Education
We are committed to providing reliable, responsive service, but we are also invested in the education of our clients and their families. You have worked hard to save it and we are here to make sure it is there for the long run.
Meet Nuno Pereira
Nuno Pereira, President, Wealth Manager and founder of Pereira Wealth Management is a Certified Trust and Fiduciary Advisor (CTFA). Nuno has 30 years of experience in the financial services industry and also holds his Series 7, 24, 65, and 63 Registrations. Before founding Pereira Wealth Management, he served as the Division Vice President and Northeast Regional Manager at Scarborough Alliance Group. Over the years Nuno has honed his industry knowledge and skills to better serve the planning needs of individuals and their families.