PBS Wealth Management Consultants Information

Celebrating more than 40 years in business, PBS Wealth Management Consultants provides investment and financial planning services to individuals, families and businesses. We understand that for some, money is a topic that can bring a great deal of emotion to the surface. Our purpose-based planning approach allows us to get to the heart of the feelings surrounding clients’ financial outlook. We dig deep and look beyond the numbers to understand all life aspects before working to elevate their financial picture. Simply stated, we put money in the context of life. Our Investment Philosophy We are a client-driven planning firm, and start with the person, family or business, rather than the money. Our 40 years of experience have taught us that there isn’t a one-size solution or product that fits everyone. We first get to know our clients by listening. We learn about their life goals, retirement plans and feelings about money. From there, we create a customized financial plan that includes everything from needs and risk analysis, budgeting and planning for college to retirement planning, investment strategy and asset management. We employ a team of experts that provide support to free up our financial advisors to provide dedicated attention to clients. Our securities and advisory services are provided through Royal Alliance Associates Inc., member FINRA/SIPC. Additional advisory services through Personal Benefit Services Wealth Management, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.