PSA Perspective Blog | Contact Us | (800) 677-7887 |

Wealth Management

Using the latest technologies and methodologies, PSA and United Capital are teaming up to deliver the best wealth management services and experience possible. The partnership brings a number of potential benefits to our clients, including access to some of the most innovative practices in investment advisory.

Our Wealth Management team offers clients a coordinated array of financial services to provide an integrated financial life that helps guide them in achieving their financial goals.

Through our independent and objective advice, our clients may benefit from our broad array of services and personalized approach to guide them in achieving their financial goals.  We work with clients seeking to grow their wealth, preserve it for retirement, generate income from it during retirement, and pass it on to others today and in the future.

We use a holistic approach in providing advice and helping clients accomplish their financial goals.

Our Wealth Management team provides a broad array of services to our clients and works closely with their other Advisors to provide an integrated plan for the client to benefit from.  We help our clients identify their goals and implement a coordinated strategy to help achieve them.  Common goals among our clients are outlined below.

  • Implement a coordinated process to help meet their financial goals
  • Develop a retirement planning strategy seeking a secure retirement
  • Manage investment portfolios – Help maximize return or income while minimizing risk
  • Provide funding strategies for ‘Life events’ – College, wedding, second home, and other significant events
  • Develop an income strategy for living during retirement
  • Help preserve capital and manage risks
  • Help facilitate in creating an estate plan to transfer wealth and implement charitable giving strategies

 

 

 

Disclosure Information
PSA may only transact business in those states in which they are registered or exempted from registration.  Information herein is directed only toward U.S. citizens.  All rights reserved. No reproduction in whole or in part is permitted without the express written consent of PSA.  PSA Insurance & Financial Services, its affiliates and employees are not responsible for the content of other web or social networking sites.  PSA Equities, Inc. is a FINRA Registered Broker Dealer; PSA Financial Advisors, Inc. is an SEC Registered Investment Advisory firm; both are located at 11311 McCormick Road, Hunt Valley, MD 21031.  Contact our office at 410 821-7766 to discuss your specific needs.
Securities offered through Girard Securities, Inc. (“Girard Securities”), a registered broker/dealer, member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”) and PFE Advisors, Inc. (“PFE”), registered investment advisers. United Capital is affiliated with PFE. United Capital and PFE are separate and unrelated companies with PSA and Girard Securities.

 

Site Disclosures | Privacy Policy | Form ADV

Areas of Wealth Management

Recent Blog Posts

Aug
10th
Game of Stones: Examining the Foundational Elements of Effective Negotiation

According to Mark Jankowski, founder of Amplified Learning, effective negotiation requires three things: attitude, tools, and skills. “You can have any one, or even two of those things, but if you don’t put them all together, you won’t be effective,” he said at a recent PSA Partnership Event, “Game of Stones.” Where did he first […]

Aug
3rd
Don’t let interview bias and other missteps lead to a bad hire

When you are recruiting for an open position at your company, you want to hire someone who will succeed in the role. But that’s not always what actually happens. Often, interviewers are drawn to the people they relate to or simply like the most, rather than the candidates who are the most qualified. While that […]

Jul
27th
HIPAA and the Cloud (Benefit Minute)

Cloud computing allows convenient on-demand network access to a shared pool of computing resources (such as networks, servers, storage and applications) that can be rapidly supplied and used with minimal management effort or service provider interaction.   The computing resources are pooled to serve multiple customers and can be scaled to meet changes in demand. 

Jul
20th
A Snapshot of Today’s Most Prevalent Cyber Threats for the Non-Technical Executive, Part 2

In a recent blog post, we shared two prevalent cyber risks that your organization should be aware of — phishing and malware. Of course, those aren’t the only two threats you face when using technology or handling electronic data. This blog post provides an overview of two additional cyber threats to help you build a […]