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 personalized 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.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
10/07/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/05/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
10/03/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
09/30/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

How much could you receive from Social Security? Here’s what to expect.
09/28/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Start building your child's financial future today with these key points to know about Roth IRAs.
09/26/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

Benefit. Premium. Policyholder. Learn the language before evaluating your options.
09/23/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
09/21/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Consider a bucket plan to go with your bucket list.
09/19/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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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