A NEW PERSPECTIVE ON
WEALTH MANAGEMENT

We Offer

Providing independent, unbiased and conflict-free investment advice is at the core of Pacific Trust Wealth Management .

A NEW PERSPECTIVE ON
WEALTH MANAGEMENT

We Offer

Providing independent, unbiased and conflict-free investment advice is at the core of Pacific Trust Wealth Management .

A NEW PERSPECTIVE ON
WEALTH MANAGEMENT

We Offer

Providing independent, unbiased and conflict-free investment advice is at the core of Pacific Trust Wealth Management .

Yield Enhancement

A long only portfolio can earn returns from not only dividends, but also from covered calls sold against these long-term positions. We call this yield enhancement.

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Algorithmic Equities

A balanced portfolio should have exposure to different asset classes and strategies. Algorithmic strategies allow a computer model to take the lead.

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HSA Accounts

One of the best tax advantaged products of our time. Health Savings Accounts are a great fit for anyone with high insurance deductibles. Is that you?

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Customized Portfolios

The only portfolio that matters is yours. Everyone brings unique needs to our firm, and we seek to provide every client with exactly what they need.

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REGISTERED INVESTMENT ADVISER BASED IN PASADENA CALIFORNIA

Pacific Trust Wealth Management (PTWM) is an independent, Registered Investment Adviser based in Pasadena California. The firm offers comprehensive wealth management and investment counseling services to private clients. The firm believes that successful investment strategies are based upon thorough factual analysis and a complete understanding of client financial circumstances.

The wealth management industry is changing, and Pacific Trust is changing with it. The days of large institutions charging clients far too much for far too impersonal services are ending. The firm’s core values are based on personal relationships with clients, investing alongside those clients, and recommending products that are efficient and in the client’s best interest.

WHAT WE OFFER TO YOU

MONEY DOESN’T COME WITHOUT GUIDANCE

Pacific Trust Wealth Management (PTWM) works to meet the changing needs of investors. Our goal is to satisfy our client’s current needs, as well as plan for those of the next generation.