The Pacific Group

Financial ServicesCalifornia, United States2-10 Employees

The Pacific Group is a full service investment advisory firm for new investors and experienced investors alike. No matter if you’re new to investing or a seasoned pro, we are able to provide a wide range of innovative investment strategies and wealth management services that are made specifically for you.

At The Pacific Group we provide a range of innovative financial products, services and strategies to assist corporations, businesses and their owners, members of the investment and medical communities, and high net worth individuals to preserve, protect and enhance their assets. We differentiate ourselves by:

- Putting our clients’ needs first
- Providing independent and objective advice
- Striving to render flawless and streamlined execution
- Employing a proactive approach to delivering client – driven strategies

Whether developing financial strategies to protect one’s assets, creating customized structures to address pressing tax needs or designing highly tailored executive benefits offerings, our mission is simple: to provide innovative, forward-thinking financial strategies to our clients.At The Pacific Group, we work alongside our clients’ legal, tax and other financial advisors to identify, design and implement effective structures and procedures toward achieving specific tangible and measurable goals.

Sign up for free to view info

Email Format Employee directory