Your Wealth, Optimized.

We go beyond basic financial advice to deliver coordinated, high-level planning across every aspect of your wealth. At PSA Wealth, you get a dedicated team aligned with your goals, ready to help you grow, protect, give, and live with intention.

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Our Services

Financial Planning

Tax Strategy & Planning

Business Planning

Exit & Succession Planning

Insurance Planning

Estate & Legacy Planning

Investment Advisory

Customer Relationship Summary

  • "I was recommended by another business owner that I know and we could not be happier with his professionalism, knowledge, and service."

    Joseph

    Owner - ASAP EVAP

  • “The team has consistently gone above and beyond, providing support and adapting to meet evolving circumstances"

    Sagar

    Owner - Cafe International

  • “ Their approach to financial planning is both innovative and incredibly effective "

    Chris

    Owner- Strategic Painting and Contracting

  • Peter and his team are viewed as trusted financial partners by us and we look forward to many more successful years working together.

    Mervin

    Owner - Cottage House