A fee-based, fiduciary firm providing wealth management services for families, retired individuals, professionals and business owners. As a fiduciary, our moral principles dictate everything we do, ensuring the guidance we provide aligns with this higher ethical standard.
At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times.After realizing my dream of moving to San Diego, I began my investment advisory career in 1982 as a financial consultant with EF Hutton.
At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times.After realizing my dream of moving to San Diego, I began my investment advisory career in 1982 as a financial consultant with EF Hutton.
Reviews (8)
Jake Buckner
Jan 13, 2022
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Mark Deffley
Jan 04, 2022
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We’ve worked with Pacific Wealth Management for a number of years. They have consistently provided high quality insight and guidance, and this has served our portfolio very well. They’re very pleasant to work with and have provided excellent financial advice related to various life events and situations over time. We recommend Pacific Wealth Management without hesitation!
Julie Long
Jan 04, 2022
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Steven Thornton
Jan 01, 2022
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Eric Magnuson
Dec 20, 2021
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Pacific Wealth is a great financial advisory firm. I have really enjoyed working with Jim, Justin and the rest of the Pacific Wealth team. They are very experienced, knowledgeable and responsive. Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.
Barb Willcox
Jan 27, 2020
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Pacific Wealth Management’s expert team of professionals are some of the best, anywhere. As our family has grown and moved seven times around the country, we have continued to rely on their professional guidance, built on a foundation of experience, research and resourcefulness. They embrace their responsibilities seriously, understand our financial objectives and always act in our best interest. We appreciate their disciplined financial planning oriented approach that they are taking to help us retire with confidence and piece of mind so that we can focus on adding more fun to our retirement
Thebiggere
Nov 18, 2019
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I recently went through a wide search to find a financial advisor for my wife and I. After looking at many advisors we chose PWM for the following reasons:
1. They showed us a thorough plan for the next 40 years
2. They listened carefully to our needs and build their plan around our needs
3. Their investment plan took current market conditions and risks in to account.
4. They were cognizant of our tax situation.
5. Their offerings and network of experts have been able to help us with our holistic financial needs.
We've been very impressed with James and Justin and look forward to working
1. They showed us a thorough plan for the next 40 years
2. They listened carefully to our needs and build their plan around our needs
3. Their investment plan took current market conditions and risks in to account.
4. They were cognizant of our tax situation.
5. Their offerings and network of experts have been able to help us with our holistic financial needs.
We've been very impressed with James and Justin and look forward to working
Stacy Schievelbein
Jul 14, 2019
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