”
PBS Wealth Management Consultants: A Trusted Financial Expert
PBS Wealth Management Consultants is a highly reputable financial firm that offers expert guidance and personalized solutions to help clients reach their financial goals. With a team of seasoned financial advisors, PBS has been helping clients navigate the complex world of finance for over 20 years.
How does the advisor help clients – Key Takeaways:
- Create personalized solutions for each client’s unique financial needs
- Utilize their expertise and experience to provide sound financial advice
- Stay up-to-date with industry trends and market changes
- Develop long-term relationships with clients to ensure their financial success
Facts and Insights
PBS Wealth Management Consultants is an independent financial firm that puts the needs of their clients first. Their team of advisors has a diverse background in finance and they utilize their collective knowledge to help clients achieve their financial goals. PBS also stays informed about the latest financial news and market insights, allowing them to make well-informed investment decisions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
PBS Wealth Management Consultants offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
Client Types
PBS Wealth Management Consultants works with a diverse group of clients, including high net worth individuals, families, and small business owners. They also have experience working with clients from various industries and backgrounds.
Fees & Compensation
At PBS Wealth Management Consultants, clients only pay for the services they need. They offer transparent and competitive pricing for their services and always act in the best interest of their clients. Fees and compensation will be discussed and agreed upon with each individual client before any services are rendered.
Background
The team at PBS Wealth Management Consultants has a combined experience of over 50 years in the financial industry. They have helped hundreds of clients achieve their financial goals and have earned a reputation for their professionalism and expertise. PBS is also a member of several prestigious organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
PBS Wealth Management Consultants holds itself to the highest ethical standards and always acts in the best interest of its clients. However, it is important for clients to be aware of any potential conflicts of interest. Disclosures can be found on PBS’s Form ADV, which is available upon request.