PBS Wealth Management Consultants

PBS Wealth Management Consultants PBS Wealth Management Consultants provides investment and financial planning services to individuals That’s where we come in. What does this mean?

Purpose-Based Planning Begins with You

Our more than 40 years of experience have taught us that there is no such thing as a single financial solution that fits every individual. We take the time to get to know you. Only then do we craft a personalized plan that meets your immediate, short-term and lifelong needs. That's why our firm operates a fee-based practice. A fee is charged to you for perso

nalized services like financial planning, portfolio construction and financial and investment strategies. Having fee schedules based on a fixed percentage of your account value offers you transparency in how your fees are calculated. In a nutshell, you are paying for sound financial advice rather than a product. With no incentive to offer one product over another, we are able to remain objective, act in your best interest and offer customized solutions. We further optimize your financial picture by using an open architecture investment platform backed by our broker dealer affiliation with Royal Alliance Associates, Inc. This allows us to offer you the horsepower and resources of an institutional firm, something once reserved for only the highest-net-worth individuals.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
06/01/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
05/30/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Concerned about the social impact of your investments?
05/27/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
05/25/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

What steps might help you sustain and grow your retirement savings? This piece explores them.
05/23/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Find out whether you are insurable before implementing a strategy using life insurance.
05/20/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

What’s the difference between a General Obligation bond and a Revenue bond?
05/18/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
05/16/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Considering alternative investments? It’s critical to sort through the complexity.
05/13/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

Address

7674 Grandview Avenue, # 200
Arvada, CO
80002

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13034242100

Website

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