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Investments

With asset management, retirement planning, and more, our Financial Consultant is committed to understanding your short and long-term investment objectives. Start planning today for your financial future.

It's never too early or too late to start planning for retirement.  No matter where you are in life, we have the tools and investment options to get you started on the right path.

  • Traditional and Roth IRA's
  • Retirement Rollovers
  • Annuities
  • Stocks and Bonds

Contact David Whetsell

Retirement Calculator

An employee retirement plan can benefit your employees and your business.  At PS Wealth Management, we can offer Employer-based retirement options to help meet the needs of your employees, as well as, your business.  Contact our Financial Consultant for options.

Contact David Whetsell

We make it simple.  With a Model Wealth Portfolio, our clients benefit from a process-oriented approach to align their unique investment goals with their customized portfolio.  

  • Model Wealth Portfolios
  • Buy & Sell Stocks

Contact David Whetsell

Saving for education is an investment in your child’s future. Investments in an Education Savings Plan may grow tax free and withdrawls are free as well, when used for qualified educational expenses.

  • Qualified Tuition Programs (529 Plans)
  • Coverdall Education
  • Savings Accounts

Contact David Whetsell

Education Calculator


Financial Advisors are Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *Not a Deposit *are not guaranteed by any Bank* may lose value including loss of principal amount invested.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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Important Consumer Information:
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