Below are just a few of the national and local recognitions that PacWest has received.
National Recognition
PacWest Financial Management, Inc. has been named as one of the ‘100 Top Independent Financial Advisors’ in the U.S., as ranked and published in Barron’s August 30, 2010 issue. This annual ranking is the basis for the Top Independent Advisor’s Summit hosted by Barron’s magazine on March 23 - 25, 2011 in Orlando, Fl. to promote best practices in the industry and the value of advice to the investing public. The advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices.
PacWest Financial Management, Inc. has also been named as one of the nation’s “Top Wealth Managers” by “Wealth Manager Magazine” for the years 2002 through 2010.
“Wealth Manager Magazine selects their ‘Top Dog’ firms based upon the firm’s self-reported assets under management (AUM), both discretionary and non-discretionary as defined by Form ADV, plus other assets not reported on Form ADV for which an advisory or management fee is charged. All numbers in the client survey are as of the last business date of the previous year, and participants are ranked according to average AUM per client. Average AUM per client is calculated by taking the firm’s total assets under management and dividing by the total number of client relationships.” ~ Wealth Manager Magazine
Grace Lau was recognized as one of the “Top 50 Distinguished Women in Wealth Management 2008″ by “Wealth Manager Magazine” and honored as “Million Dollar Club Member” since 2006.
Local Recognition
Grace is frequently featured in the Arizona Republic’s “What They’re Buying” section.
PacWest Financial Management Inc. has been listed as one of the “Top 25 Independent Registered Investment Advisors” by the “Phoenix Business Journal” for the years 2000 through 2011 as determined by total assets under management locally.
PacWest Financial Management Inc. has also been listed as one of the top Estate and Financial Planners by the “Arizona Woman Magazine” listed by gross revenues for the years 2006 through 2009.
