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Pacific Wealth Management
- Investment Service
- San Diego, CA
About this business
At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times. Before you decide to work with us, all prospective clients are invited to three, no-obligation meetings where you will receive actionable recommendations and in-depth insight into how we can help you achieve your goals. Our services include: financial planning, retirem... read more
Location details
11512 El Camino Real #350, Suite 440, San Diego, CA, 92130, United States
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Pacific Wealth Management is an excellent financial advisory firm. My wife and I have really enjoyed working with Jim, Justin and their team over the past 3+ years. We sought their advice during the last few years prior to our retirement when we decided to move our account away from one of the larger wealth management firms. We found them to be knowledgeable, responsive, creative and strategic. We like that the size of the firm allows us to work directly with its senior members. Despite the volatility in the financial market... read more
We've been working with Pac Wealth of San Diego for over 25 years. Pac Wealth, it's leadership management team including Jim & Justin Kuntz and the rest of the company has been top-notch in all aspects of our wealth management efforts. From proper investment strategies to tax mitigation efforts, Pac Wealth has made good things happen for us. The customer service responsiveness, thoroughness in research and wonderful rapport have made all our interactions not only highly productive but thoroughly enjoyable. No doubt about ... read more
Pacific Wealth is a great financial advisory firm. I have really enjoyed working with Jim, Justin and the rest of the Pacific Wealth team. They are very experienced, knowledgeable and responsive. Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.
We’ve worked with Pacific Wealth Management for a number of years. They have consistently provided high quality insight and guidance, and this has served our portfolio very well. They’re very pleasant to work with and have provided excellent financial advice related to various life events and situations over time. We recommend Pacific Wealth Management without hesitation!
Justin, Jim and the excellent team at PWM listened to our financial goals, determined our risk profile and then proposed a commensurate investment strategy for our long term needs. My wife and I have been with them for over 5 years and we trust their management of our hard earned nest egg, which has grown significantly. We meet with them quarterly for formal updates, but they always answer the phone for any immediate discussions too. They are a true Fiduciary team: Looking after our needs 1st.
Frequently asked questions about Pacific Wealth Management
How is Pacific Wealth Management rated?
Pacific Wealth Management has a 5 star rating with 13 reviews.
When is Pacific Wealth Management open?
Pacific Wealth Management might be open. It requires an appointment.