We move mountains
At Pacific Wealth Group, we offer clear-eyed wealth management advice that is discreet and world class. Like you, many of our clients are highly successful, creative people—innovators, entrepreneurs, business owners and industry leaders—and our mission is to free you to pursue your vision and your passions.
A fresh perspective brings insights
Finances can be complex at your level of success, and your opportunities and risks, even greater. Even if you’re a sophisticated investor, you’ll find there’s value in the insights, capabilities and connections that Pacific Wealth Group can deliver. We know that entrepreneurs think differently, often finding solutions to problems that the rest of us may not have considered. We understand. We started out as entrepreneurs ourselves. And by working primarily with entrepreneurs, CEOs and their families, we have honed the process for helping you make thoughtful, informed decisions about achieving your personal and business goals.
We are big thinkers
Financial decisions have far-reaching implications, and we can help with an array of challenges. Our knowledge, tools and resources can help deftly manage your complex portfolio in a way that supports your values. As your trusted advisors we work to make your financial life seamless so you can focus on what you care about most.
Our team offers a comprehensive approach to wealth management in a number of areas: We can help manage existing liquid assets you have already accumulated; support your goals as you build capital and expand your business; and explore ways to sell your current business while minimizing tax consequences and concentration risk. We can also offer guidance on transferring your wealth to the next generation through the use of trusts and estates and explore ideas about how to educate family members to make the most of their legacy. We know that fulfilling your philanthropic vision can be an important priority and our years of experience in this area can help you move toward your goals.
Committed to your success
We put our collective experience to work for you—with the backing of a vast network of experts, both within the firm and externally. We don’t shy away from the tough questions, and we are committed to your success.
Your dedicated team will navigate and connect you to the full global resources of UBS Private Wealth Management, keeping you informed about cutting-edge insights and emerging opportunities.
Simply put, the more successful you are, the likelier you and your family will benefit from the level of guidance and access Pacific Wealth Group can offer.