52 Chestnut Street,
We don’t take your retirement planning lightly. We want to truly understand your goals, needs, and desires so we can keep them close to your plan. The initial period is devoted to us truly understanding you. Here is the key information we’ll be collecting in order to craft your personalized strategy.
At Pereira Wealth Management, we take a transparent approach to helping Union members and their families maximize their savings and pension plans, so they can plan for and enjoy retirement.
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.
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.