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Our Unique Investment Philosophy

At PBS Wealth Management, you are treated like a friend, not an account number. We take time to listen to your financial and life concerns and opportunities in order to deliver a custom financial plan that we believe is best for you. We spend time figuring out the emotional reasons you are here, and how you and your family's feelings about money are driving decisions.

And we don't stop there. It's not easy to talk about saving, budgeting, paying off debt and planning for retirement. Our goal is to work hand-in-hand to form a long-term relationship with you and your family. By doing so, we strive to continually offer the best financial strategies so you can live comfortably and optimistically today, tomorrow and into the future!

 

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 PBS Wealth Management Consultants
7674 Grandview Avenue Suite 200
Arvada, CO 80002
(303) 424-2100



Securities and investment advisory services offered through Royal Alliance Associaties, Inc. Member FINRA/SIPC and registered investment advisor. Additional advisory services are offered through Personal Benefit Services Wealth Management, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, ID, IL, KS, MD, MT, NE, ND, OK, OR, SC, SD, TX, UT, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.