Our professional expertise, honesty, and transparency develops into a relationship based upon trust.
Photo: Grace Lau
Clients First Transparent Accessible
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.
We believe in providing excellent service. 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.