Professional Investment Services
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PCB Wealth Management was formed to help you define and implement a suitable financial plan for your specific situation. Over the years, through a variety of market conditions, we have been able to assist clients in creating greater financial stability for their families, their businesses and their individual lives.
Our Experience
We specialize in helping our clients sort through the available tools and options and create a simple investment strategy that has a goal of meeting both short and long-term financial needs. Our clients appreciate our "sleeves rolled" approach to work toward building effective investment strategies and helping them manage their investments with trust and confidence. After all, a sound investment strategy helps prepare us for unknown market conditions.
Our Commitment
As investment professionals, a strong reputation is the key to our success. As your financial professional, we will do everything in our power to understand where you want to go, advise you on how to work toward getting there, keep you focused on the path and provide support and discipline along the way. We are successful only when your financial goals are achieved.
If you have any questions about your current financial situation and wish to schedule an appointment, e-mail us or call us at (608) 795-2120.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Peoples Community Bank and PCB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services through PCB Wealth Management, and may also be employees of The Peoples Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Peoples Community Bank or PCB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Oblications
- May Lose Value
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, FL, IL, MD, MN, NE, NV, NC, ND, SD, TN, WA, WI