You have worked hard to get to where you are. You know that you need help with financial planning and investment management and there is a
deluge of advisors and articles that promise to get your financial life in order, which adds complexity to an already complicated task.
With that in mind, here are three reasons to consider choosing PacWest to help you.
1) We share your same values. We work hard for our money and know that you do too. We respect the adage, “A penny saved is a penny earned.”
2) We employ credentialed, compassionate, experienced individuals to help you navigate the ever changing arena of personal finances.
3) We do not have any products to sell so we are on your side of the table when it comes to evaluating your financial circumstances and developing recommendations.
Our mission is to provide clarity and peace of mind for your financial life. Here are a few of the services we provide to our clients that go along with that mission.
Investment Management
We have extensive experience in managing investments for clients. Based on the client’s risk tolerance, time horizon and investment objective, we develop appropriate asset allocation strategies and implement investment plans for clients to reach their financial goals.
Retirement Planning
One of the most popular services we offer to clients is analyzing their current income or projected retirement income and associated expenses to evaluate how long their money will last using different scenarios regarding market returns.
Education Planning
We help clients analyze how much they will need to save for their children’s or grandchildren’s educational expenses. In addition, we help select the most appropriate college funding vehicles for that purpose.
Trustee Services
We have partnered with a nationally chartered trust company to be able to offer low cost corporate trustee services.
Account Administration
We provide many daily account administration services in the background that provide value to our clients even though they do not always realize we are doing them.
Other Services
We also provide a host of other services that our clients value, a partial list of which is provided below.
Estate Planning Assistance
Minimizing Income Tax
Cash Flow Planning
401(k) Fund Selection
Insurance Planning
