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Wealth Services

Broad Service Offerings to Match Your Needs

At PBC Private Wealth, we're dedicated to helping investors at all stages develop a financial plan that matches their life plans. In addition, we're devoted to helping our clients evolve their investment strategy over time as their needs – and their lives – change. PBC Private Wealth offers a broad range of investment, financial planning, and insurance services to individuals, business owners, and the entertainment industry. Our services are backed by our deep experience in providing clients with objective guidance in Woodland Hills, CA, Las Vegas, NV, and throughout the United States.


Cash Management
Exchange Traded Funds (ETF’s)
Fixed Income (Tax-Fee & Taxable)
Mutual Funds
Professional Portfolio Management
Sustainable Investing


Long-Term-Care Insurance
Life Insurance
Disability Income Insurance

Retirement Planning

Social Security Strategies
Tax-Sensitive Investing
Wealth Transfer Strategies
Educational Planning
Qualified & Corporate Retirement Plans