PFS Wealth Management is a team of financial specialists, serving our clients as trusted fiduciaries and portfolio managers for more than 42+ years. We reject the common practice of "one-size-fits-all" financial planning and focus on meeting your goals and desires.
Our comprehensive method of design leaves no stone unturned in the quest to build your ideal portfolio and your optimal plan. Our clients can have confidence in knowing that we are relentlessly looking to defend their interests from every obstacle that stands in their way.
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OUR CLIENTS
Our clients come to us to address a variety of concerns and issues, including:
Realigning a current investment portfolio to be more suitable for retirement.
Lowering the risk of a current investment portfolio.
Looking at a wide range of suitable investment options for diversification and income, including the stock market, annuities, IRAs, Roth IRA conversions and more.
Identifying the potential need for long-term care insurance.
Creating a plan for livable income while potentially reducing tax costs.
Developing a smart strategy for leaving a legacy to your loved ones.
OUR TEAM
PFSWM aims to give families the knowledge and skill to make better financial decisions on their own behalf, starting with understanding hidden costs and outlining clear, written financial goals.
ARE YOU READY TO GET SERIOUS ABOUT YOUR FUTURE?