We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.
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
As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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

our approach
We strive to build long-lasting relationships with our clients, offering education and guidance.
Leaving Your Lasting Legacy
Questions to Consider When Buying a Vacation Home
Dog Bites and Homeowners Insurance
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.
“Live like no else today, so you can live like no else tomorrow.”
Dave Ramsey