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.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
09/07/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
09/05/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Does it make more sense to push back retirement, or not to retire at all?
09/02/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
08/31/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
08/29/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
08/26/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
08/24/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The financial risks to consider when evaluating self insurance?
08/22/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Take the time to think about these three things when shopping for your next vehicle.
08/19/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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

Alerts

Be the first to know and let us send you an email when PBS Wealth Management Consultants posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category