52 Chestnut Street,
We specialize in helping Union members and their families plan and save effectively, so they can live confidently and enjoy their retirement.
Years of experience have prepared us to guide you through your unique life transitions.
Not every firm is experienced in doing what we do. We help hardworking Union Members and their families make the most of their benefits, pension funds, and lifetime savings. We assist with managing retirement plans, providing comprehensive financial and investment services, and more. Find out more about what Pereira Wealth Management can do for you.
Pereira Wealth Management is an independent retirement services firm with the backing of powerful nationwide partnership with Cetera Advisor Networks 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 hardworking 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.
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.
We proudly and knowledgeably help Union Members and their Families pursue their financial goals and freedoms.
We focus our retirement planning services exclusively for Union Members and Their Families. We help members choose advantageous routes for pension, and 401k distribution along with other key planning strategies.
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.
Adequately planning and preparing for retirement is a challenge even for Union Members and the financially savvy. We’ll help maximize the potential of your retirement funds and lifetime income through careful, transparent planning.
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.
It’s important to understand what you’re buying. One of our core values is transparency and education. We’re committed to being upfront about what you can expect to pay. We don’t earn commissions and our fees are competitive within the industry. But what does that mean for you? Fees can have a large impact on your returns. Contact us to learn more.
Nuno Pereira is a Certified Trust and Fiduciary Advisor (CTFA) and is the founder of Pereira Wealth Management. Nuno has over 24 years of experience in the financial services industry and also holds his Series 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 Union members and their families.