Communicating With You

Client communication is a signature service of PacWest Financial Management Inc. and a crucial building block in our success.

Communication is the key in building and sustaining a strong relationship with our clients. Frequent contact is initiated by us and welcomed from the client. This may consist of phone conversations, personal meetings, emails, faxes, newsletters, statements and website messages.

Account reviews are conducted in person on a regular basis and the frequency depends on the complexities of the account and the needs of the client. Quick response to the needs of our clients is expected of all the team members at the firm.

Getting to know our clients on a personal level is important to all of us at PacWest Financial Management. We are also interested in getting to know the family members as well. In some situations, we are taking care of the finances for multiple generations, educating the next generation about money management and preparing them for the transfer of wealth.

As we become more familiar with our clients over time, they come to us not only for financial advice but also for input on other family issues.

PacWest Financial Management Inc. maintains a reasonable account load in order to provide each client with easy access to his or her financial advisor and account administrator. We are proud that our clients rely on us extensively.

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