PBS Wealth Management Celebrates 40 Years, Opens Scholarship Fund
Financial planning firm continues to thrive in the Metro Denver community.
"This milestone is a testament to the hard work, dedication and commitment of our associates,"
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.