Join PBC
PBC Private Wealth is an independent financial planning and wealth management firm that offers dynamic expertise, technology, and support for independent financial advisors. We believe in a collaborative culture with integrated solutions that alleviate the burdens of running your own business and allows you to focus primarily on what you most love to do: taking great care of your clients. We are committed to the future success and growth of any advisors who join our team.
Why Join PBC Private Wealth
As prior wire house managers and advisors, who have experienced the pain points of payouts and support, we know firsthand the advantages of going independent. By affiliating with our firm, you will have access to advisors with over 100 years of experience. We are dedicated to helping you maintain and grow your business through coaching, training, and access to state-of-the-art tools. Also, we can provide experienced back-office support.
Technology Resources
In addition to office hardware and ongoing technical support, our advisors are able to leverage superior technology to enhance the service and reporting standards offered to clients, including:
- eMoney
- Morningstar
- ThomsonOne
- LPL Financial Research
- Black Diamond
- Redtail CRM
- Riskalyze
- CFRA Research
