PDS Wealth Management is a private wealth management practice providing financial planning and investment management services to individuals, families and institutions. We serve our clients as trusted advisors, creating and implementing personalized strategies that help them achieve their goals.  We are fiduciaries - the client's interest comes first at all times.


Our Mission

We help you avoid the common errors that may inhibit your financial progress.
 
We concentrate on simplicity, transparency, economy and patience. Our investment philosophy emphasizes winning by not losing. We work with a limited number of clients so that we can spend the time to give them the attention their goals require. As a result, our relationships with our clients and their children are deep and enduring.
 
We strive to help our clients worry less about their financial security, and understand the value we bring. Many of our clients have become our strongest advocates.
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Experience

Our team’s deep investment and financial planning experience enables us to develop comprehensive, custom strategies that help support your long-term goals.
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Coordination

We believe that planning and investing are complementary. We gather your CPA, your attorney, and our team together to consult with you regarding your financial life, to help your money accomplish what you want it to.
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Fiduciary

We serve you, your family, your foundation and your business as fiduciaries. Putting your interests first and providing objective advice and solutions is more than just a worthy ambition, it is our duty.
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