WHO WE ARE

Core Purpose

At Pacific Trust Wealth Management we conduct business according to our core values. Being a leading wealth management firm in California, we always put the client first, while maintaining a high level of professionalism, being proactive, professional and friendly.

As a firm we work together to grow and develop a positive, challenging, and fun culture that provides opportunities to create better results. As the firm expands, teamwork will come first as we do business on behalf of our clients.

We believe in hard work and have high standards across the wealth management, investment, and advising spectrum. We are ethical and values driven, serving our client’s best interests and protecting their assets without conflict in a confidential manner.