Scott Steiner

Our Vision

At PBS Wealth Management, we believe that financial planning should be a collaborative process, tailored to each individual's unique goals and aspirations. We partner with clients to create a personalized roadmap that aligns their financial life with their aspirations and values.

Our Values

• Client-Centered Approach: We prioritize understanding your needs and aspirations first, before discussing numbers.
• Personalized Planning: We believe in a proactive and customized approach that goes beyond just numbers.
• Transparency & Communication: We believe in open and honest communication throughout the financial planning process.
• Long-Term Relationships: We are committed to building lasting partnerships with our clients, supporting them throughout their financial journeys.

What We Do

We offer a comprehensive range of services to meet your individual needs, including:

Financial Planning & Investment Management

• Comprehensive financial plans that span all aspects of your financial life
• Personalized investment strategies aligned with your risk tolerance, goals, and values
• Regular portfolio reviews and adjustments to ensure your plan stays on track

Retirement Planning

• Comprehensive analysis of your retirement accounts and goals
• Goal-based planning for a secure and comfortable retirement
• Strategies for maximizing your retirement contributions and investments

Debt Management & Wealth Accumulation

• Strategies for paying off debt efficiently
• Financial planning to achieve your savings and investment goals
• Advice on budgeting and expense management

Life Planning & Estate Planning

• Guidance on creating a comprehensive estate plan that aligns with your values and goals
• Planning for the future of your assets and finances

Tax Planning & Compliance

• Assistance with tax filing and planning strategies
• Guidance on maximizing your tax efficiency and minimizing your tax burden

Why Choose PBS Wealth Management?

• Experienced and certified financial planners with extensive industry knowledge.
• Personalized and collaborative approach to financial planning.
• Strong track record of delivering exceptional client service.
• Commitment to transparency and open communication.
• Established and reputable firm with a proven history of success.