PBS Wealth Management Consultants

Categories

Accounting & Finance

About Us

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.

Images

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Jobs

Client Services Administrator
Category: Administrative, Support & Clerical
Client Services Administrator  To apply: email resume to info@pbswm.com  An incredible full time career opportunity awaits the right candidate who is detail-orientated, dependable, has great interpersonal skills and a passion for client satisfaction. If you are looking for a fulfilling career with a firm that values its employees and provides growth opportunities, we ask that you consider ...read more
Contact: Michael Frie
Phone:(303) 424-2100
Fax:(303) 420-8082

Rep/Contact Info

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Michael Frie
Certified Financial Planner
Eric Johnson
President and CEO
Roger Johnson
Past-President
Debbie Rankin
Business and Operations Manager