Our 40+ years of experience have taught us that there is no such thing as a single financial strategy that fits every individual. That's where we come in. 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.
What does this mean? A fee is charged to you for personalized services like financial life planning, retirement planning, legacy 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.
What does this mean? A fee is charged to you for personalized services like financial life planning, retirement planning, legacy 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.
Services
Philanthropy is a vital aspect of our firm's philosophy, which is why PBS Wealth Management is dedicated to serving Arvada and Denver Metro area nonprofits. Together, we can continue to make our community a great place to work and live. We have helped numerous nonprofits over the years via financial and volunteer support.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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