Dear Clients and Prospective Clients:

Thank you for visiting our website.  The site is designed to give you an overview of who we are and the services and value we offer to our clients.

Pacwest was founded in 1997 with the vision of offering a service platform where each client is known and appreciated, where each client’s specific financial goals and objectives are understood, where our professional expertise, honesty, and transparency develops into a relationship based upon trust, and where each client knows that we work very hard on their behalf.

Pacwest is independently owned and no other financial institution controls us.  All investment research and money management is done in our office and our clients can drop by any time to see us in action. Our clients’ assets are held at one of three large national independent custodians. Any withdrawals of funds are controlled by the client and not by us. Every investment action we take is transparent to our clients.

We believe in providing excellent service.  Every client has direct access to the professionals on our team. All questions are answered in a timely manner. By choice, we remain a boutique investment management and financial planning firm. In controlling the growth of the firm, we can spend quality time to bring solutions to our clients’ financial lives.

Over the years, Pacwest has frequently been recognized by the media as a top wealth management firm. But my biggest reward as the founder and owner of Pacwest has been the pleasure to work with the outstanding professionals that make up my team and the great clients whom we have the privilege to help.

If you would like to meet with us after reviewing our website please feel free to contact me at:

1643 E. Bethany Home Rd.                                            Email: glau@pacwestfn.com
Phoenix, AZ 85016
602-997-8882

Toll-Free: 888-997-8882

Sincerely,

Grace Y. Lau, CFA