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.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
07/18/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and...
07/15/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
07/13/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
07/11/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
07/08/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
07/06/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
07/04/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
07/01/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
06/29/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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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