Putting Money in the Context of Life

PBS Wealth Management Consultants provides investment and financial planning services to individuals, families and businesses. We understand that for many, money is a topic that can bring a great deal of emotion to the surface. Simply put, it impacts every facet of your personal and professional life. In an era that sometimes seems built on a crisis of trust, your financial advisor should be a voice that you can count on. 

That's why before starting with the numbers, we work to build your trust. We start by identifying the goals and dreams that will best lead to lifelong satisfaction. From your health and family life to your beliefs and professional pursuits, we get to know you. After all, it's your purpose that should drive your financial outlook.

While we believe that technology solves many investment challenges, we also feel it can dehumanize the financial planning process. That's why we invest in a purpose-based planning architecture. This allows us to focus on your individual needs, giving true meaning and value to the numbers without forcing you into one-size-fits-all solution. That's what puts money in the context of life.

What's in a Name?

P-B-S stands for Personal Benefit Services. We were founded on the belief that financial advising should be offered as a service, not a product. And that service should focus on personal benefits to our clients, not us. So, what's in our name? It's really all about you.