WHO WE ARE
Our staff members are dedicated to servicing clients’ needs and objectives through our team-based approach.
The Phoenix office (PacWest) was founded by Grace Lau, CFA in 1997. In early 2017, PacWest Financial Management became part of Benefit Financial Services Group (BFSG, LLC). Grace Lau, the Managing Principal of the Phoenix office, has been a part of the investment community since 1979.
Benefit Financial Services Group (BFSG, LLC) is a multi-faceted Registered Investment Advisor serving both institutional and individual clients through its two divisions- BFS Institutional Services and BFS Wealth Management. BFSG is a wholly-owned, indirect subsidiary of Focus Financial Partners (“Focus”). Focus is a leading partnership of independent, Fiduciary registered investment advisory firms, providing superior access to best practices, resources, and continuity planning for its partner firms who service individuals, families, employers, and institutions with wealth management, benefit, and investment consulting services.
BFSG, LLC is registered as an Investment Advisor with the Securities and Exchange Commission.