Wealth Management

Financial advice to help achieve your goals

Through a relationship with Raymond James Financial Services, Inc., PB&T makes available the investment professionals at Springs Wealth Group. Through on-site financial planning, extensive investment options, and convenient digital capabilities, the advisors at Springs Wealth Group offer guidance and planning as you work towards accomplishing your financial goals.

Why work with a financial advisor?

You work hard for what you earn — make sure your savings and investments are preparing you for the future you want. A financial advisor can help you plan to achieve your short and long-term financial goals as well as plan for unexpected events that could arise. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

A comprehensive approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want.

Through personalized financial advice, your financial advisor will help you prioritize what’s important today, while planning for a confident financial future.

Strategies and advice aligned to you

Through Raymond James Financial Services, Inc., you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life — to help you meet your financial goals. And your financial advisor can provide access to an extensive suite of allocations and strategies to meet your specific needs, including investments, insurance and annuities, and much more.


Products and services available through Raymond James

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning strategies

To learn more, visit www.myspringswealth.com or call 719-264-2114.

Currently serving PB&T clients at the following locations: Pueblo, Colorado Springs, Denver, Salida, Castle Rock, Longmont & Leadville.

Raymond James At a Glance
  • Approximately 8,900 financial advisors
  • Approximately $1.73 trillion in total client assets*
  • More than 2x required total capital ratio*
  • Stable outlook credit ratings of A-, A- and A3 from Fitch, S&P and Moody’s*

Raymond James has delivered 151 consecutive quarters of profitability*. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, marketed as Springs Wealth Group and are not insured by PB&T Bank insurance, the FDIC or any other government agency, are not deposits or obligation of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. PB&T Bank and Springs Wealth Group are separately owned and operated and not independently registered as a broker-dealer or investment advisers.

PB&T Bank and Raymond James have an agreement where PB&T Bank refers potential clients for a referral fee. If you become a client, PB&T Bank receives compensation, creating an incentive to refer you and a conflict of interest. PB&T is not an advisory client of Raymond James. Detailed disclosures will be provided before any such compensation is paid. For more info see this link.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Investment Products:

Not FDIC or NCUA InsuredNot Financial Institution GuarantedeedMay Lose Value

*As of 9/30/2025. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency. Raymond James Bank is an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. © 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2025 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. 25-BDMKT-7211 JPR 10/25