Pacific Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

Pacific Wealth Management is an independent firm specializing in asset preservation and growth strategies for high-net worth individuals, corporations and foundations. The Del Mar, CA boutique firm manages approximately $200 million in assets for clients throughout Southern California and around the world while delivering top notch, customized, personal service. 

PWM has developed Proactive Asset Management, a proprietary wealth management strategy designed to continuously evaluate risks and actively manage client assets accordingly. All asset classes are considered, unlike traditional Wall Street firms whose focus is primarily on stocks and bonds. Clients benefit from broad, independent objective research and have successfully preserved and increased wealth, even in the most challenging market conditions. 

For more information about Pacific Wealth Management, please visit www.pacwealth.com

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