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.

Explore how inflation has affected purchasing power over the decades with this historical tool.
06/22/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Being healthy may help your personal finances.
06/20/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
06/17/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/15/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/13/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/10/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/08/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
06/06/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you ca...
06/03/2026

Buy or lease—it's not just about the monthly payment. This calculator breaks down the full cost of each option so you can make a more informed decision.

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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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