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Experience The Difference

At PAS your account is attended to personally by the wealth manager you choose. The relationship is ‘one on one’, not you vs ‘the next available representative in the pool of advisors at the giant company’. You work with your advisor directly and he will work with the giant company pool of employees on your behalf. Call our office during our regular business hours (8:30 am – 4:30 pm) to speak to a live person and connect with the wealth manager that is going to fit your needs. There are no robots answering the phones, no recording loops sending you through a series of options, but a pleasant voice that is there to assist you.

Please call our office today at 626-294-4728 to set up your complimentary appointment with one of our advisors; Wayne Williams or Gene De Young.