Celebrating 40 years in business, PBS offers investment services to individuals, families and businesses. We understand that for many, money is a topic that can bring a great deal of emotion to the surface. Simply put, it impacts every facet of your personal and professional life.

Before starting with the numbers, we work with you to identify the goals and dreams that will best lead to lifelong satisfaction. From your health and family life to your beliefs and professional pursuits, we get to know you. After all, it's your purpose that should drive your financial outlook.

While we believe that technology solves many investment challenges through computation and analysis, we feel this dehumanizes the financial planning process. That's why we invest in a purpose-based planning architecture. This allows us to focus on your needs, giving true meaning and value to the numbers.

That's what puts money in the context of life.