PSM Private Wealth Management LLC

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About Us

When we started our practice over twenty years ago, we had a unique approach. Back in the day of individual “stock brokers,” we knew that a team approach to comprehensive planning would serve our clients best. To this day, we continue to use that method. Each member of our team brings specialized talents toward client solutions and that creates a synergy we would not have if we were working individually.

In addition, we have always been committed to long range, all inclusive planning.  

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What We Do

We are here to partner with you in managing the wealth you’ve worked so hard to achieve. Our goal is to help provide the confidence of knowing your financial plan is well constructed and monitored. We want to hear about your dreams, your concerns and what you value most. We are expert listeners and use what we hear to help build a plan customized to you

 

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How We Plan Your Route

Developing your plan is critical to our process. We take time to get to know you before developing and presenting our plan. Once you understand and agree with our plan, we put it into place.

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Maintaining Your Course

Our service is what sets us apart from other advisors. Part of that service is the on-going review we have of your plan. That includes regular conversations with you, on a timetable most comfortable for you. In addition we routinely reassess and evaluate your plan. At least annually we present a full review.

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Comprehensive Wealth Management

No plan is complete without considering a client’s entire financial picture. For that reason, our wealth management is very encompassing, considering all aspects our our clients’ lives. In addition , by not being part of a large investment company, we strive for independence in the investments we choose. We are not compelled by an employer to use any particular investment. Rather, we choose investments based on a thoughtful, disciplined process.

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Our Investment Approach

We have two MBAs, a CIMA® (Certified Investment Management Analyst), CFP® (Certified Financial Planner) and CDFA® (Certified Financial Divorce Analyst on staff to skillfully develop your financial plan.)

Meet Our Team

We value the long term nature of our relationships with our clients and their families. Unlike other professionals and many other advisors, we are not in a transactional business where products or services are purchased and the relationship ends.

Instead, we value ongoing conversations with clients over the months and years and delight in helping clients realize their goals. 

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS), an affiliate of Kestra IS. PSM Wealth Management, LLC. is a member firm of Kestra Private Wealth Services, LLC. PSM Wealth Management, LLC. and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not offer tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department.  PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS), an affiliate of Kestra IS. PSM Wealth Management, LLC. is a member firm of Kestra Private Wealth Services, LLC. PSM Wealth Management, LLC. and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department. 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Copyright © 2019 PSM Private Wealth Management LLC. All rights reserved.