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Pensionmark Unveils New Identity as World Investment Advisors

Posted on July 10, 2024

Rebranding Announcement: Pensionmark Financial Group Becomes World Investment Advisors

World Investment Advisors, formerly known as Pensionmark Financial Group, has undergone a rebranding effort to better align with its parent company, World Insurance Associates. With $55 billion in assets under advisement and 392 registered financial advisors, the firm has seen significant growth in its wealth management division, increasing from $1 billion to $11.5 billion in assets under management over the past two years.

CEO Troy Hammond expressed pride in the firm’s evolution and vision for the future, emphasizing a commitment to innovative solutions for advisors and clients. The rebranding reflects the firm’s transition to a full-service wealth management enterprise focused on serving fee-based advisors and a sophisticated client base.

World Insurance Associates, backed by investments from Charlesbank Capital Partners and Goldman Sachs Asset Management, is positioned to enhance its reputation and capabilities in the industry. The firm, headquartered in Iselin, N.J., offers a wide range of insurance and financial services to individuals and businesses, including retirement planning, risk management, and human capital management solutions.

The rebranding of World Investment Advisors marks a new chapter in the firm’s growth and commitment to providing exceptional service and expertise to its clients. With the support of its parent company and strategic investors, the firm is poised to continue its success in the wealth management industry.

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