Sound Management for a Secure Financial Future
Who We Are
At Pacific Wealth Management, we're a fee-based, fiduciary firm dedicated to providing exceptional wealth management services to high-net-worth individuals, professionals, and business owners. Our experienced team, led by Managing Director Justin C. Kuntz, CFP, is committed to delivering personalized financial planning and guidance to ensure our clients achieve their unique financial goals.
Our Story
Founded by Founder James C. Kuntz, CIMA, in 1998, Pacific Wealth Management has built a legacy of providing intelligent financial and retirement strategies tailored to the needs of high-net-worth investors. With over four decades of experience in financial advisory, our team has weathered a multitude of market environments, both favorable and challenging.
Our Approach
At Pacific Wealth Management, we strive to build long-term relationships with our clients, based on trust, integrity, accountability, and transparency. Our disciplined approach to financial planning ensures that all aspects of our clients' financial lives work together in a coordinated way today and throughout their lifetime. We pride ourselves on our ability to navigate complex financial markets and provide sound guidance to help our clients achieve their financial goals.
Our Services
We offer a range of services designed to help our clients achieve financial freedom and security:
- Financial Planning: Our team will work with you to define your financial goals, develop a personalized plan, and provide ongoing guidance to help you stay on track.
- Retirement Planning: We'll help you plan for a successful retirement, considering factors such as 401(K) plans, Social Security, Medicare, and Health Insurance.
- Proactive Asset Management: Our proprietary investment process is designed to help you avoid large declines and grow your portfolio in both rising and falling markets.
- Estate Planning: We'll help you create a comprehensive estate plan, including Trust and Will creation, tax-efficient planning, and lifetime gifting strategies.
- Executive Compensation/Stock Plans: We'll help you navigate the complexities of equity compensation, including stock options, restricted stock units (RSUs), and performance-restricted stock.
- Insurance Planning: We'll help you protect your nest egg with the right kind of insurance, ensuring you're adequately protected and securing your financial future.
Our Values
At Pacific Wealth Management, we're committed to the following core values:
- Trust: We understand the importance of trust in our relationships with our clients and are committed to acting in their best interests at all times.
- Integrity: We operate with the highest level of integrity, ensuring that our actions align with our clients' goals and values.
- Accountability: We take ownership of our performance and are accountable for delivering on our promises.
- Transparency: We believe in transparency in all aspects of our relationship with our clients, ensuring that you're always informed and in control of your financial situation.
What You Can Expect
At Pacific Wealth Management, we're dedicated to providing exceptional service and guidance to help you achieve your financial goals. If you're looking for a trusted and experienced partner to help you navigate the complexities of financial planning, retirement, and estate planning, we invite you to explore our website to learn more about our services and expertise.
Overall Experience
The reviewers have consistently praised Pacific Wealth Management (PWM) for their exceptional service, expertise, and personalized approach to wealth management.
Key Strengths
- Trustworthy and Responsive: Reviewers appreciated PWM's prompt response to their needs, willingness to listen, and ability to develop tailored investment strategies that align with their goals and risk profiles.
- Expertise and Knowledge: PWM's team, including Jim, Justin, and Margie, were commended for their in-depth knowledge, research, and creative approach to wealth management.
- Fiduciary Commitment: Reviewers valued PWM's commitment to acting in their best interests, providing unbiased advice, and prioritizing their needs above all else.
- Personalized Service: The reviewers praised PWM's ability to provide personalized service, taking into account their unique circumstances, and offering holistic financial guidance.
Testimonials
Reviewers have credited PWM with helping them achieve their financial goals, including successful retirement, tax mitigation, and portfolio growth. They have also praised PWM's ability to navigate complex market conditions, such as the COVID-19 pandemic.
