Broker Check

INVESTMENTS, INSURANCE, INDEPENDENCE

At PBS Wealth Management Consultants, we serve as your financial professionals and source of support. Our SmartVestor Pros* are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your future. We’re 1 of 4 groups in Western Colorado endorsed by Dave Ramsey. Ramsey is an author, speaker, radio host and has a worldwide following with a proponent of a debt-free life.*

our team

our team

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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our story

our story

PBS Wealth Management Consultants celebrates 40 years helping individuals with investing, annuities, college planning and retirement planning.

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our approach

our approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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RESOURCES

Our goal is your success. Below are some resources to help you have confidence in your financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

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“Live like no else today, so you can live like no else tomorrow.”

Dave Ramsey