INVESTMENT SERVICES

Wealth Management

Pacific Trust offers guidance on all of your wealth management needs through our expert wealth management advisors around California. We provide specific advice on how to achieve your financial goals, given current and future resources, along with guidance on the tax implications of the plan. We also advise on retirement and income planning, asset protection and preservation, support for charitable causes and/or the efficient transfer of wealth to beneficiaries for the purposes of business succession, family legacy, long-term care planning or other considerations.

In evaluating a client’s current and future goals, we must consider strategies that can meet legacy goals while minimizing estate taxes, increasing value while enhancing long-term income potential for beneficiaries. We can help identify the structures and organizations that will help meet your objectives and requirements.

At Pacific Trust Wealth Management we do not pursue one investment strategy; we craft one to fit your unique circumstances. We always put wealth protection first. One of the most important things for you to know is that we are independent advisors, so we have no outside interest and no affiliations with special interest groups. Our focus is you and only you.