PBS Wealth Management, a multi-generational financial planning firm serving clients in 21 states, is proud to celebrate its 40th anniversary. Since 1977, the firm has supported clients to meet their life goals through proper financial resource management—building trust and demonstrating commitment to investment education along the way.
“This milestone is a testament to the hard work, dedication and commitment of our associates,” says president and co-founder Roger Johnson. “We wouldn’t be here today without the Arvada community, which welcomed us with open arms 40 years ago and continues to push us toward building client-focused relationships.”
To celebrate, PBS Wealth Management is opening a scholarship fund through Red Rocks Community College for high school seniors interested in a finance or accounting major. Throughout the year, they will also reward client referrals with a $40 gift certificate to a local restaurant.
Roger L. Johnson founded the firm in 1977 as Personal Benefit Services Wealth Management to help individuals, in particular educators, with their short- and long-term life goals. In 1994, PBS Wealth Management implemented an investment technology platform and shortly thereafter, moved to a fee-based model, in order to put clients’ needs first. In 2014, the firm moved to its current location in the heart of Olde Town Arvada.
About PBS Wealth Management
PBS Wealth Management Consultants provides investment and financial planning services to individuals, families and businesses. It uses a purpose-based, consultative approach to serve clients looking for financial health. The company is a wholly owned independent firm that is a registered Branch Office of the Broker-Dealer Royal Alliance Associates Inc. Member FINRA/SIPC and registered investment advisor. Learn more at http://pbswm.com or call 303-424-2100.