PBS Wealth Management Consultants Email Format

Financial ServicesColorado, United States2-10 Employees

PBS Wealth Management Consultants is a financial services firm based in Arvada, Colorado. The company emphasizes a planning approach that centers on clients’ personal goals and sense of financial well-being, treating clients as individuals rather than account numbers. Its services integrate traditional asset and net-worth discussions with questions about meaning and purpose in a client’s financial life, aiming to help clients define a personalized concept of a “rich life.”

The business operates in the advisory space, offering securities and advisory services through Osaic Wealth, Inc., with additional advisory services provided by PBS Wealth Management Consultants as a registered investment advisor separate from Osaic. The firm positions itself as focusing on life planning alongside financial planning to address the broader uncertainties of life and market complexity, serving individuals who seek a holistic approach to money that aligns with their values and aspirations.

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