P. M. Wealth Management Services LLC

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Introduction: I offer wealth management services for all income levels. This includes budgeting, tracking spending for those who just entered the professional life as well as help those that have fallen behind their goals. I also help with preparing for retirement.

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Reviews

5.0

4 reviews

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Karen A.

Jul 14, 2015

Thought I would find some structured and service pertinent questions to respond to. I like the direct approach - one rating point but I think you'll get more value if you asked your clients to rate specific aspects of your services. Good stuff though! :)

Kathy S.

Jul 15, 2015

Pamela made what could have been a painful experience very illuminating. She went through each step of the money management process, especially the budgeting and saving, and follows up to make sure we keep to our goals. She also keeps us up to date on changes in our portfolio - playing the market, so to speak. It's our goal to not run out of money after we've retired - a common fear these days. Pamela will help us see to that.

Tina R.

Jul 15, 2015

PM Wealth Management has a very easy to use, easy to navigate website that makes sense to the every day person. The informational videos are very helpful. Additionally the services provided are exceptional. I love the fact that I can consolidate all my finances in one place with their tools, and they do all the work for me. This is an absolute MUST HAVE! Best financial services ever.

Leslie U.

Jul 24, 2015

Pamela goes above and beyond when it comes to helping clients. The world of finance can sometimes be overwhelming; but Pamela guides you through it. She is very thorough in her budget plans and instructions etc. And if you don't understand she will do her best to clarify it for you until you do. Because Pamela is well versed in the financial industry, she can help determine what suits your needs, wants, and goals. Pamela works with you to figure out what are your options and can help you achieve your financial goals.

FAQs

How did you get started doing this type of work?
Growing up my father was wealthy but he lost his all his wealth. I always wanted to know if there was something he could have done different to preserve his wealth. That question lead me to wealth management once I realized that there were steps he could have taken to protect himself and now I want to help other either preserve their wealth or as is the need for many - to realize that they do have money and the right financial habits can make a huge difference.
What questions should customers think through before talking to professionals about their project?
As a wealth management advisor I am here to assist clients in achieving their goals. Finances are extremely personal, as I we strive to get to know the client before we can assist them in coming up with an ideal plan

P. M. Wealth Management Services LLC

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