Pacific Wealth Management, LLC
Pacific Wealth Management is an independent firm with a highly personal and comprehensive approach to helping clients preserve and grow wealth. Our unique method of managing assets and taking care of clients is based on carefully researched strategies, continual market evaluation, and unparalleled expertise. Our proprietary asset management system, Proactive Asset Management™ , has a proven track record in meeting client’s financial goals, even in the toughest market conditions. Pacific Wealth Management thoroughly understands the needs and challenges of high net worth individuals and diligently manages assets to secure our clients’ financial futures.
Sound Management for a Secure Future™, truly reflects the Pacific Wealth Management mission. In working with our valued clients, we limit ourselves to one vitally important goal: preserving and growing wealth so you can enjoy the lifestyle you prefer, today and for the long term. Our firm is structured to deliver exceptional value to high net worth individuals and families. Our goal and hallmark is high-touch, relationship-based client service, a highly personal approach based on continual monitoring of your portfolio, and frequent contact with you. We embrace the higher fiduciary responsibility that comes from being an independent advisory firm, aligning our objectives with yours and working within a compensation model that guarantees we act in your best interest. We are passionate about what we do. Our deepest satisfaction comes from helping you meet your financial goals.
Address: 12544 High Bluff Drive, Suite 440, San Diego, CA 92130, USA
Phone: +1 858 509 9797
FAX: +1 858 509 9984
