About Us

Pacific Wealth Management® does not follow the financial advisor crowd. With a philosophy rooted in independence, we seek to preserve and grow clients’ wealth through
the use of our proprietary asset management system, Proactive Asset Management ™,
and high-touch, client-centered relationships. Our access to excellent quality, unbiased research, along with a conflict-free compensation model, further reflect our independence.

questions? ask us We understand the intricacies of asset management and the need
for both devising a customized financial strategy for clients and
having the agility to adjust in response to changing circumstances.
Our allegiance is to our clients; we do not recommend proprietary products nor do we offer packaged investments, but create
objective investment strategies driven solely by the best interests
of our clients.