Proactive Asset Management


Proactive Asset Management™

Pacific Wealth Management® makes wealth preservation the foundation of our clients’ financial plans. We proactively manage investment risk continually to ensure our clients’ wealth is protected for themselves and the security of future generations.

Our rigorous discipline effectively manages risk by actively seeking to participate in growth-oriented assets when risk is low, while reducing exposure to growth investments when
risk is high.

Our proprietary Proactive Asset Management™ strategy combines a variety of sophisticated research to minimize risk and protect principal. When markets retreat dramatically, valuations become compelling and opportunities abound. A significant benefit of this dynamic strategy is the ability to redeploy the assets we have protected back into growth opportunities when risk and valuation levels become more attractive.

We have shaped and honed this strategy over the years, and it has proven successful time and again at helping our clients meet their financial goals.