Aspire to a Work Optional Lifestyle
That's why we take a different approach to helping people like you find financial freedom.
We have developed and refined a proprietary process called The Edge First FORMula. Our process integrates wealth management with risk and debt management, tax planning*, and charitable giving. The goal of our process is to take all the pieces of your financial puzzle and put them in place; with each plan and puzzle being unique.
PSE Wealth Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial puzzle and put them in place. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process The Edge First FORMula, helps you pursue your financial independence.
The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no "one-size-fits-all" solution when it comes to planning for your future. And because we're an independent firm, we're under no obligation to sell proprietary products or services. That means we're objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.
For most our clients their family is their top priority, and this is where we focus on the kind of legacy you want leave to your kids and grandkids, one that you can be proud of.
This is where we touch on that next phase of our clients’ life, whether it’s achieving a work optional lifestyle or having a specific date they want to retire.
When we think about recreation, we’re not just talking about those things our clients’ love to do in their free time or on the weekend; it’s about that recreational bucket list, those things they’ve worked so many years to achieve.
Although money is important, it’s not the most important thing, it’s simply a tool and a resource.
This is an important piece of your financial puzzle, and it’s one we will work closely on together, however, it’s only one part of the process.Learn More
There is more to risk than just within your portfolio, there is also risk outside your portfolio, which includes thinks like Long Term Care, Life Insurance, or Key Man insurance for business owners.Learn More
We are not tax professionals, but we do understand the important tax implications of receiving and withdrawing money from various accounts.Learn More
Let’s make sure your legacy is passed on in the way you desire. From tangible to intangible assets, we work with your estate attorney to coordinate your estate plan and tax plan into the legacy planning process.Learn More
There’s no doubt that your cash is an important part of meeting your day-to-day needs. However, cash and debt management are just as important for your financial future, and how you manage your expenses today can determine how confident you feel about tomorrow.Learn More
Using your wealth to help others is a wonderful thing. While you may be prepared to leave a legacy of giving after death, we can coordinate with your other trusted professionals to help you make an impact sooner.Learn More
In preparing for what’s ahead, we take the time to educate our clients as well as provide other resources and tools to help them through their financial journey.Learn More
When your WHY is big enough, you find your how.At PSE Wealth, we discover what is most important to our clients, their Why around financial independence.
We design a planning strategy that focuses on those goals and objectives, your WHY.
Then we deploy that planning strategy. However, when we deploy a strategy, it's not a one and done situation, it’s an ongoing process where we always make adjustments when necessary.
PSE Wealth Management is a wealth advisory firm, primarily for a select group of successful families and top-of-their-field professionals who find themselves nearing or already enjoying retirement. Many of our Ideal Clients, among other things, aspire to a work optional lifestyle. Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unfold and their needs evolve.At PSE Wealth Management, we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people and our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for.
Director of Client Services