What departments does PBS Wealth Management Consultants have?

PBS Wealth Management Consultants has employees across 1 departments including Finance.

What is the largest department at PBS Wealth Management Consultants?

The largest department at PBS Wealth Management Consultants is Finance with 3 employees.

Where are PBS Wealth Management Consultants employees located globally?

PBS Wealth Management Consultants has employees across 1 continents and 1 countries including United States Of America.

How has PBS Wealth Management Consultants's team size changed over time?

PBS Wealth Management Consultants's team has grown from approximately 5 to 6 employees based on available data.

PBS Wealth Management Consultants Employee Directory

Q: Who are PBS Wealth Management Consultants's key employees and leadership?

PBS Wealth Management Consultants's key employees include: Financial Advisor And Ceo: E. J., President: R. L. J. C., President / Chief Executive Officer: R. L..

Financial ServicesColorado, United States2-10 Employees

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/

Find PBS Wealth Management Consultants employees' phone numbers or email addresses

PBS Wealth Management Consultants Global Highlights

North America
14

United States Of America
14

PBS Wealth Management Consultants's Leadership

R. L. J. C.
President
Mobile Phone
Email
R. L.
President / Chief Executive Officer
Mobile Phone
Email
E. J.
Financial Advisor And Ceo
Mobile Phone
Email
D. B.
Senior Partner
Mobile Phone
Email
M. F.
Certified Financial Planner™; Financial Advisor
Mobile Phone
Email
S. J.
Client Services Associate
Mobile Phone
Email
J. P.
Holvick And Associates
Mobile Phone
Email
M. N.
Financial Planning Assistant
Mobile Phone
Email

PBS Wealth Management Consultants Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from PBS Wealth Management Consultants

Name

Title

Contact Info

Location

Last Update

M. P.
Mobile Phone
Email
UNITED STATES
May 07, 2024

Frequently Asked Questions

What is PBS Wealth Management Consultants known for?

PBS Wealth Management Consultants was founded in 1977 operates in the Financial Services industry. The company's main headquarters is located in Arvada, Colorado 80002 United States; you can contact the main corporate office by phone at

+1-303-991-****

. Explore PBS Wealth Management Consultants's company overview page for more information.

What is PBS Wealth Management Consultants's most common email format?

PBS Wealth Management Consultants employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PBS Wealth Management Consultants email formats with LeadIQ.

How many employees does PBS Wealth Management Consultants have currently?

PBS Wealth Management Consultants has approximately 6 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are PBS Wealth Management Consultants's key employees and leadership?

As of March 2026, PBS Wealth Management Consultants's key employees include:

President: R. L. J. C.
President / Chief Executive Officer: R. L.
Financial Advisor And Ceo: E. J.
Senior Partner: D. B.
Certified Financial Planner™; Financial Advisor: M. F.

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