CONTACT PWMG 401(k) ADVISORS

CONTACT PWMG 401k ADVISORS

PWMG 401(k) Advisors

 

11 Foster Street, Suite 200

Worcester, MA 01608

 

 

OFFICE: (877) 712-2263

 

FAX: (508) 519-0285

 

WEB: www.pwmg401k.com

 

EMAIL: info@pwmgllc.com

Check the background of this firm on FINRA’s BrokerCheck.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, DC, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WV.

PWMG 401(k) Advisors

 

11 Foster Street, Suite 200

Worcester, MA 01608

OFFICE:   (877) 712-2263

FAX:         (508) 519-0285

WEB:        www.pwmg401k.com

EMAIL:     info@pwmgllc.com

CPFA
CERTIFIED PLAN FIDUCIARY ADVISOR

ABOUT

PWMG 401(K) ADVISORS

LEADERSHIP TEAM

James K. Couture, CPFA, PPC™

MANAGING PARTNER

PRINCIPAL INVESTMENT STRATEGIST

PHONE: (508) 749-0350  

E-MAIL: JCOUTURE@PWMGLLC.COM

With a passion for plan design and investment analysis, Jim assists businesses with the design, implementation and investment management of their employee and executive benefit plans.  His goal is to help busy business owners attract, retain, and reward their best employees.  As a  business owner, Jim understands the long work nights and importance of stellar team players.

Michael J. Lemay, AIF®, PPC™

EXECUTIVE VICE PRESIDENT

DIRECTOR OF RETIREMENT PLAN SERVICES

 
PHONE: (508) 749-0352
E-MAIL: MLEMAY@PWMGLLC.COM

​How can you educate, motivate, and empower people to move to their goals?  Well, from an early age, Michael knew he wanted to solve that question and help people work toward financial freedom. So, Michael became an independent advisor affiliated with LPL Financial, so that he could provide his clients with objective, impartial advice.

Lou Curto, AIF®, CPFA, PPC™

FINANCIAL CONSULTANT

PHONE: (413) 304-2690
E-MAIL: LCURTO@PWMGLLC.COM

​Saving for retirement takes a long time and it’s not that fun.  Well, Lou changes that!  He helps businesses and individuals develop and  implement effective retirement saving plans.  Then Lou delivers the real conversations so you can work toward maximizing your lifetime retirement income.

Jill M. Wasgatt, PPC™

VICE PRESIDENT OF OPERATIONS

PHONE: (508) 749-0354
E-MAIL: JWASGATT@PWMGLLC.COM

Jill Wasgatt is the Vice President of Operations for PWMG 401(k) Advisors. With over a decade of experience in the financial services industry, Jill manages the day to day operations of the firm and oversees the firm’s client service support staff.

PPC
PROFESSIONAL

PLAN CONSULTANT

 CPFA

CERTIFIED PLAN

FIDUCIARY ADVISOR

MEET THE TEAM

 AIF©

ACCREDITED

INVESTMENT FIDUCIARY

ABOUT US

AT THE END OF THE DAY, WE WANT EVERYONE TO REACH THE LAST STOP: RETIREMENT

Together, we strive to help you manage your fiduciary liability by adhering to a prudent process where we review, evaluate, document, monitor, and focus on outcomes.

 AIF©

ACCREDITED

INVESTMENT FIDUCIARY