PBC Private Wealth brings together experienced financial advisors with more than 100 years of collective experience helping clients meet their financial and life goals—Jeff Prince, Steve Bailin, and Jodie Cohen. We've seen our clients celebrate achievements throughout our careers, and we've seen them face life's challenges. We've been by their side in both cases – and everything in between – to help them plan, make sound financial decisions, navigate challenging situations and continue to evolve their financial plan to pursue their life goals.
PBC PRIVATE WEALTH
PBC Private Wealth was founded to ensure our clients have a solid plan to serve as the foundation for their financial futures. Through our more than 100 years of collective experience in helping clients align financial goals with life plans, we understand how to help you navigate life's experiences.
Founded by a team of three CERTIFIED FINANCIAL PLANNER™ professionals, PBC is dedicated to ensuring that our clients have a solid plan to serve as the foundation for their financial futures by providing a holistic approach to financial management which includes a thorough planning process, personalized financial strategies, and a commitment to providing outstanding service.
PBC Private Wealth brings together three financial advisors with more than 100 years of collective experience helping clients pursue their financial and life goals—Jeff Prince, Steve Bailin, and Jodie Cohen. We decided to name our firm after the three founders and our core values — Principled. Balanced. Committed.
Your financial plan and life goals are for the long term. We believe your partnership with your financial advisor should be too. PBC Private Wealth is dedicated to learning who you are, what's important to you, and how you think about your family, future, and finances.
We're dedicated to helping you match your financial goals to your life plan.
No matter where your life leads, we're devoted to helping you celebrate your wins, face your challenges, and evolve your financial plan to continue to pursue your needs.
We're committed to helping you develop an investment strategy specific to where you are in life.
It's your life; you should live it the way you want. I believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice to ensure that you’re in the driver's seat for years to come.