Pacific Excel Wealth Advisors is a Walnut Creek-based wealth management firm, founded in 2011. We work closely with individuals, families and business owners to help manage, conserve and transition wealth. Through our consultative process, we give advice and discipline for a limited number of clients in order to provide exceptional service.
We only enter a relationship after we determine our services will add substantial value helping our clients reach their goals and achieve all that is important to them. In this complex financial world, Our Mission is to simplify our clients lives and guide them through all the decisions that come their way on this journey we call retirement.
We only enter a relationship after we determine our services will add substantial value helping our clients reach their goals and achieve all that is important to them. In this complex financial world, Our Mission is to simplify our clients lives and guide them through all the decisions that come their way on this journey we call retirement.
Services
Hello, I was born and raised in mid-western Canada on a farm. My grandparents immigrated from Poland and Ukraine then settled near our farming community back in 1927. I'm one of seven in our family, four brothers and two sisters. Five of us reside in California, the other two still live in Saskatchewan.
If this sounds like you, a realistic assessment of your retirement needs may help give you confidence that you can achieve a comfortable future. Our wealth management tools and resources can help you create a retirement strategy that may allow you to maintain your financial independence with a lifetime of steady and reliable income.
What if you were going on a trip and you were offered the opportunity to fly on one of two aircrafts. The first one is piloted by an experienced pilot who is being paid to get you to your destination safely. The second has no pilot but you're allowed to fly yourself. If you choose the plane without a pilot, a computer will be installed in the cabin and you'll be provided a video that will tell you everything you need to know about flying.
Financial planning is the process we use to help our clients clarify their priorities and put our expertise to work in their lives. With a clear, living financial plan, client's know where they stand and where they're going. In cooperation with our Advanced Planning Team and CPA's, our Wealth Manager's design a plan for your current situation.
Our highly-experienced team of professionals will direct and supervise the investment management of your assets. We believe that financial planning is also an essential part of investment management. It's difficult at best to invest assets without knowing a client's financial goals.
This separation improves transparency and accountability, limits the potential conflicts of interest and provides for multiple independent reviews and oversight of account.Our clients typically have investable assets of $250,000 or more. We also work with clients who do not yet meet this threshold but are on a path that will get them there in the future.
This separation improves transparency and accountability, limits the potential conflicts of interest and provides for multiple independent reviews and oversight of account.Our clients typically have investable assets of $250,000 or more. We also work with clients who do not yet meet this threshold but are on a path that will get them there in the future.
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