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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
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.
The team at Pacific Wealth Management provides wonderful financial guidance. They make all recommendations based on what's in their clients' best interests. Thank you for all your help Margie and the entire PWM team!
Pacific Wealth Management’s expert team of professionals are some of the best, anywhere. As our family has grown and moved seven times around the country, we have continued to rely on their professional guidance, built on a foundation of experience, research and resourcefulness. They embrace their responsibilities seriously, understand our financial objectives and always act in our best interest. We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and pi... read more
Pacific Wealth Management has a 5 star rating with 11 reviews.
Pacific Wealth Management might be open. It requires an appointment.