Pacific Wealth Management

At Wealth APD, we are dedicated to helping our clients achieve their financial goals. Our team of experienced professionals has a deep understanding of the financial markets and the complexities of investment strategies. We take the time to get to know each of our clients, understanding their unique financial needs, goals, and lifestyle.

We believe that a successful investment strategy should be tailored to the individual. That's why we offer customized financial advice on a fee basis. This approach allows us to adjust your investment portfolio as your objectives or the economic climate changes, without requiring you to pay commissions. Our clients benefit from simplified performance reporting, ongoing professional advice, and timely updates on the world's financial markets.

Our office was established to provide ongoing professional advice to investors, helping them pursue their individual investment objectives. We are proud to be associated with LPL Financial, a registered investment adviser and a leading provider of financial services. This affiliation allows us to offer a wide range of investment products and services, including annuities, long-term care insurance, life insurance, disability income insurance, and 401(k) information requests.

Our Mission Statement

Our mission at Wealth APD is to provide our clients with personalized financial advice and investment strategies that help them achieve their financial goals. We believe in building long-term relationships with our clients, founded on trust, integrity, and a commitment to excellence. Our goal is to help our clients make informed decisions about their financial futures and to provide them with the tools and resources they need to succeed.

Our Services

Wealth APD offers a wide range of financial services designed to meet the unique needs of our clients. These services include:

• Financial Planning: We help our clients define their long-term investment objectives and build personalized investment portfolios designed to work towards them.
• Investment Advice: Our team of experienced professionals provides ongoing professional advice to help our clients make informed decisions about their investments.
• Portfolio Management: We manage our clients' portfolios and make investment changes as needed, without requiring them to pay commissions.
• Retirement Planning: We help our clients plan for retirement by providing them with the tools and resources they need to achieve their retirement goals.
• Insurance Services: We offer a variety of insurance products, including annuities, long-term care insurance, life insurance, and disability income insurance, to help our clients protect their financial futures.

Our Associates

Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Our associates include:

• Robert Borek: As an Investment Adviser Representative with LPL Financial, Robert has extensive experience in financial planning and investment management. He is committed to helping his clients build wealth and achieve their financial objectives.
• Serry Shao: With a background in finance and economics, Serry brings a deep understanding of the financial markets and investment strategies to her work with clients. She is dedicated to providing personalized financial advice and helping her clients make informed decisions about their investments.

Learn More

If you would like to learn more about the services offered by Wealth APD, we invite you to explore our website. Here, you will find a wealth of information on financial planning, investment strategies, and the products and services we offer. You can also contact us directly to schedule a consultation with one of our experienced professionals.

Newsletters

Wealth APD offers a variety of newsletters designed to keep our clients informed about the latest developments in the financial markets and investment strategies. These newsletters cover a range of topics, including retirement planning, investment advice, and market trends. By staying informed, our clients can make more informed decisions about their financial futures.

Videos

Our website also features a selection of videos designed to provide our clients with valuable insights into the world of finance and investing. These videos cover a range of topics, from retirement planning and investment strategies to market trends and economic analysis. By watching these videos, our clients can gain a better understanding of the financial markets and the opportunities and challenges they present.

Calculators

Wealth APD offers a variety of financial calculators designed to help our clients make informed decisions about their investments. These calculators cover a range of topics, including lease payments, working while collecting Social Security benefits, mortgage refinancing, and net worth. By using these calculators, our clients can get a better understanding of their financial situation and the potential impact of different investment strategies.

Flipbooks

Our website also features a selection of flipbooks, which provide detailed information on a range of financial topics. These flipbooks are designed to be easy to read and understand, making them a valuable resource for our clients as they navigate the complex world of finance and investing.

Tax Library

Wealth APD offers a comprehensive tax library, which provides our clients with detailed information on tax laws and regulations. This library is designed to help our clients understand their tax obligations and make informed decisions about their investments.

Glossary

Our website also features a financial glossary, which defines key terms and concepts related to finance and investing. This glossary is designed to help our clients gain a better understanding of the financial markets and the investment strategies available to them.

Market Watch

Wealth APD offers real-time market data and analysis, designed to help our clients stay informed about the latest developments in the financial markets. This information can be used to make informed decisions about investments and to stay up-to-date on market trends.

Detailed Quotes

Our website provides detailed quotes for a wide range of financial products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). This information can be used to compare different investment options and make informed decisions about portfolio management.

Symbol Lookup

Wealth APD offers a symbol lookup tool, which allows our clients to find detailed information on specific financial products by using their ticker symbols. This tool is designed to help our clients quickly and easily find the information they need to make informed investment decisions.

Multi Quote

Our website features a multi-quote tool, which provides real-time quotes for multiple financial products. This tool is designed to help our clients compare different investment options and make informed decisions about their portfolios.

Markets at a Glance

Wealth APD offers a markets at a glance feature, which provides a quick overview of the latest market trends and developments. This information can be used to stay informed about the financial markets and to make informed decisions about investments.

Charting

Our website features advanced charting tools, which allow our clients to visualize market trends and analyze the performance of different financial products. These tools are designed to help our clients make informed decisions about their investments and to stay up-to-date on market developments.

Portfolios

Wealth APD offers portfolio management tools, which allow our clients to track the performance of their investments and make informed decisions about their portfolios. These tools are designed to help our clients achieve their financial goals and to stay informed about their investment performance.

Request A Quote

If you would like to request a quote for a specific financial product or service, we invite you to contact us directly. Our team of experienced professionals is here to help you make informed decisions about your investments and to provide you with the tools and resources you need to succeed.