Pacific Capital Works

Investment ManagementOregon, United States2-10 Employees

Pacific Capital Works, a fee-only registered investment advisor, works with a team of experts with the goal of optimizing finances for entrepreneurs, executives, key employees and institutions.  We provide virtual family office services (more personalized and holistic than wealth management) and advise retirement plans and foundations. 

Client’s work with Pacific Capital Works:
•	Stack the odds in their favor
•	Protect Assets
•	Reach goals earlier or in the balance they desire
•	Gain results through a consultative approach
•	Mitigate taxes
•	Get more out of life
•	Take care of their family/company/foundation
•	Improve charitable gifting strategy
•	Benefit from transparency, lower and more purposeful fees
•	Work with a Fiduciary
•	Be held accountable
•	Invest in the community 

Pacific Capital Works was founded on the idea that business today is out of balance and is solely focused on profits.  The value for the customer is marginal and this shared benefit between the business and customer has become predominantly weighted towards the business.  No place is this more evident than in the investment industry, where it often appears that the retirement industry could be the next national disaster.

Pacific Capital Works was designed to create a program that corrects for this fault and provides a holistic program that not only wisely maximizes the investment of clients, but gives them the foundation to excel through a process that exploits their opportunities.  We believe successful and happy clients lead to a stronger and richer community.

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