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Our Transparent Approach

Financial Planning Centered on Your Values

At every life stage, you have specific goals and values in mind when it comes to your finances — a “why” behind everything you do. At Pereira Wealth Management, our financial planning process begins with an in-depth exploration of your personal values. We’ll take the time to sit down with you and really get to know you and what drives you. We seek to understand the undercurrents of your financial aspirations, so we can help you plan accordingly and with pinpoint accuracy.

Clarifying Your Goals and Objectives

Clarifying Your Goals and Objectives

When it comes to pursing the kind of lifestyle and retirement you desire, financial planning is key. Meanwhile, the overall success of your financial plan hinges on beginning with well-formed goals and objectives. When you have multiple, competing financial needs, however, this step can be especially challenging. Our financial planners at Pereira Wealth Management will work with you, one-on-one, to help you identify, clarify and prioritze your many financial goals and objectives. This discovery process reveals the true north orientation for your financial journey.

Understanding Where Your Journey Begins

Understanding Where Your Journey Begins

Once we’ve identified your values, financial goals and objectives, as a next step we’ll help you identify where you are now, versus where you want to be in the short, intermediate and long term. This process works best when our clients are just as open and transparent with us as we are with them. The more you share with us about your financial picture — tax returns, statements, current assets, liabilities, wills, trusts, and more — the more personalized, effective and responsive your financial plan will be.

A Clear Plan for Every Life Stage

No matter where you are in life, effective planning is essential to your financial well-being. We’re here to help you plan toward all of your goals for today and tomorrow.

Starting Out

Starting Out

Growing Wealth

Growing Wealth

Nearing Retirement

Nearing Retirement

Living In Retirement

Living In Retirement

Planning for Your Finances. <br/>Planning for Life.

Planning for Your Finances.
Planning for Life.

Like you, our clients and their families have worked hard to get where they are today. So we work hard to help you maximize your savings and pension plan. We specialize in serving members of Labor Unions and their families, and we know that what works for other investors might not be the best strategy for you. That’s why we personalize our process and employ transparent wealth management solutions to serve your unique needs according to your specific goals, preferences and time horizon. The result is a highly personalized plan, not just for your investments, but for life.

What You Can Expect

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Interested in our process or methodology and what we can offer you? Dive deeper into our strategy, and take a look at the summary for our retirement income and analysis process.

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Helpful Content

In our work towards helping you towards your goals, we believe knowledge is key. Our process is not designed to keep you out of planning strategies, but instead to involve you through financial education so you can make the final decisions on what works for you. The content below has been hand-picked for educational purposes and to help you throughout this journey. 

Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
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What Smart Investors Know

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Learn More

Our Services

We specialize in retirement and financial planning services for Union members in the New Jersey area. We also offer consulting services, investment planning, and other key financial services for Union members.

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About Us

Our firm specializes in serving the unique needs of hardworking Union members like you, helping you plan confidently for the retirement you desire. You can feel confident that we have your specialized situation, and needs, in mind.

Our Firm

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With Pereira Wealth Management, you can get more from your Local Union and employer benefits. We specialize in supporting New Jersey Union members, and beyond, to help plan for and enjoy a confident retirement.

Contact us Today