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Since 1977 Personal Benefit Services Wealth Management has assisted families, successful business owners, pensions and trusts preserve and maintain wealth through professional financial planning.

Our team of financial professionals helps you meet your investment goals through a team approach where each member of your team plays an integral part, focusing on a defined role and area of responsibility. Together, the team brings capability and knowledge to every investment decision.




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 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.