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Join PBC

PBC Private Wealth is an independent financial services and wealth management firm that offers dynamic expertise, technology, and support for independent wealth advisors. We believe in a collaborative culture with integrated strategies 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 wirehouse 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 investment services 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

Contact Us To Get Started.

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