PSM Private Wealth Management LLC

Financial ServicesCalifornia, United States2-10 Employees

We are a wealth planning team with more than 70 years combined industry experience. We excel at comprehensive retirement, estate and education planning for families, small business and government entities. We provide risk management through comprehensive insurance review and work to make taxable accounts tax efficient.


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS), an affiliate of Kestra IS. PSM Wealth Management, LLC. is a member firm of Kestra Private Wealth Services, LLC. PSM Wealth Management, LLC. and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not offer tax or legal advice. This LinkedIn profile published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

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