PB Wealth, LLC
Who I Serve
I know what it feels like to earn more each year and still wonder, “Why don’t I feel further ahead?” You’re not alone.
I work with young professionals and families earning between $100K–$400K, people in their peak decision-making years who want to make the most of their income, align their money with what matters most, and build a life that truly fulfills them.
You don’t need to have it all figured out. You just need a partner who understands where you are, where you want to go, and how to help you get there - with clarity, confidence, and intention.
How I Work
As a Fee-Only financial advisor, the only compensation I receive comes directly from you, through transparent, mutually agreed-upon fees. Your advisor should be a trusted partner, someone who is in your corner - not just for today, but for the long haul. That’s how I approach every relationship, no matter your starting point - with care, clarity, and a commitment to helping you build lasting financial confidence
What We Do
Our mission is to help you - young professionals and families - gain clarity and confidence about your financial future by serving as your trusted advisor, empowering you with the knowledge and support you need along the way.
Goal Planning and Cash Flow Optimization
Get clarity on a future that includes your unique vision and turn your income into intentional action.
Investment Management
Understand how to implement a tax-efficient investment strategy aligned with your goals
Retirement Strategies
Take simple steps now to ensure a comfortable retirement
Managing Risk
Minimize risk from the change we never see coming