255 East Santa Clara Street,
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
At PAS, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.
Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
“The primary goal of our firm is to help you make wise decisions about your estate assets. Our most important function is to manage your investments for growth and for safety of principal.”
- Wayne L. Williams
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Put your financial goals first, favor your needs in any investment action, fully disclose costs and our compensation as well as our fees, manage your money in portfolios with thousands of fund choices and personally respond to your questions.
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett