Client-focused and dedicated describes the members of our Financial Services Team. We take the time to get to know you, your family, and your goals – working together to help in your efforts to secure your financial future.
PS Wealth Management focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal need allows us to create a customized wealth management strategy aligned with your short- and long-term objectives.
We use a client-centric process focused on pursuing specific milestones we create together.
Our comprehensive, three-step planning process is designed to help you identify your needs,
implement your strategy, and monitor it to help you stay on course.
By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PS Bank and PS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PS Wealth Management, and may also be employees of PS Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PS Bank or PS Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed|
|Not Bank Deposits or Obligations||May Lose Value|
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, NJ, NY, NC, OR, PA, SC, VA, MD.