PFS Financial Firm Updates Brand

PFS Financial announced its rebrand today with a press release entitled: “PFS Financial Celebrates New Brand to Highlight Team-Based Wealth Management Approach.”

The purpose of the rebrand was was to highlight the work we do for our clients: provide vertically integrated, precise, comprehensive financial plans paired with tailored investment advice. This rebrand benefits our clients since it will allow us to communicate information more efficiently.

Managing Partner J.D. Pellecchia, CFP®, CIMA®, CKA® said of the change: “We are excited to align our outward facing persona to what we have been communicating and delivering internally for our clients. Our PFS GPS Plan™ process dives deeper than merely investment "alphas" and "betas." We help our clients discover Purpose, obtain Freedom, and enjoy Stewardship.”

To see the full press release, please click here or download the PDF version below.