PBS Wealth Management Consultants
Financial Services • 
Arvada, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | Suite 200, Arvada, Colorado 80002, US |
| Phone number | +13034242100 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Investments, Wealth Management, Estate Planning, Investment Management, Investment Strategies, Life Planning, Risk Management And Insurance |
| Founded | 1977 |
| Employees | 1-10 |
| Socials |
Key Contact at PBS Wealth Management Consultants
Roger L. Johnson
President
PBS Wealth Management Consultants Email Formats
PBS Wealth Management Consultants uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@pbswm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@pbswm.com | 100% |
About PBS Wealth Management Consultants
We were founded on the belief that planning for your financial future should be offered as a service, not a product. And that service should focus on personal goals that are important to our clients, not us. Our clients come first. First and foremost, you are treated like a friend, not an account number. We know it's not easy to talk about saving, budgeting, paying off debt and planning for retirement. We learn how and why you and your family's feelings and goals for your money drive your short- and long-term decisions. How? We take an approach that focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” Why Choose a Financial Life Planning Advisor? Because of the unpredictability of life and the complexity of financial markets, it is important to work with a financial advisor who will help you pursue your financial and life goals. And, it is essential to select an advisor who will take the time to truly get to know you and to understand your concerns and your dreams. Therefore, in addition to traditional discussions of assets and net worth, we try to ask the unconventional questions like, “What will bring meaning and purpose to your financial life?” If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling. Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services through Personal Benefit Services Wealth Management, a registered investment advisor not affiliated with Osaic Wealth, Inc. Links to FINRA and SIPC: http://www.finra.org/ https://www.sipc.org/
PBS Wealth Management Consultants revenue & valuation
| Annual revenue | $31,700,000 |
| Revenue per employee | $6,324,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $101,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
PBS Wealth Management Consultants has never raised funding before.
PBS Wealth Management Consultants Tech Stack
Discover the technologies and tools that power PBS Wealth Management Consultants's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Security
JavaScript libraries
Tag managers
Hosting
JavaScript libraries
Security
Miscellaneous
Font scripts
JavaScript libraries
UI frameworks
Germany
Frequently asked questions
4.8
40,000 users
