PBS Wealth Management Consultants
- Financial Planning
- Investment Securities
- Financial Services
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.
Whom to Contact
- Michael FrieCertified Financial PlannerPhone: (303) 991-6425Fax: (303) 420-8082
- Shirley IngersollReceptionistPhone: (303) 424-2100Fax: (303) 420-8082
- Eric JohnsonCEOPhone: (303) 991-6423Fax: (303) 420-8082
- Roger JohnsonPresidentPhone: (303) 991-6420
- Debbie RankinBusiness and Operations ManagerPhone: (303) 991-6421
One block west of Olde Wadsworth on Grandview Ave in Olde Town Arvada. We offer reserved parking in the lot behind our building.