Our Services

PDS Wealth Management serves the financial planning and investment needs of individuals, families, and institutions.

Financial Planning

We develop custom, goals-based financial planning strategies that focus on retirement, philanthropic and wealth transfer planning, as well as insurance needs.

Investment strategy & asset allocation

We work with you to identify areas of investment opportunity, providing ongoing monitoring of investments, and reallocation of assets as appropriate.

Portfolio construction & management

We build and manage customized and diversified portfolios with a focus on tax efficiency.

Portfolio reporting & analysis

We create both high-level and detailed client portfolio and investment performance reports.

Retirement planning

We design retirement strategies with an emphasis on income distribution needs, long-term goals, tax management and charitable giving.

Risk management

Our team provides ongoing portfolio and investment monitoring to discern, assess and help mitigate risk.

Tax planning

From estate planning to charitable giving, our team consults with your legal and accounting professionals to help create tax-efficient strategies.

Wealth transfer/Estate planning

We work with clients and their families to create wealth transfer strategies designed to help preserve family values and educate the next generation on financial and investment best practices.

Learn More About PDS Wealth Management

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