WHO WE ARE

Mission Statement

Pacific Trust offers full service wealth management which includes investment, financial counsel, and multi-generational estate planning. The ultimate goal is to provide clients straightforward answers and uncomplicated solutions. PTWM is a boutique investment firm in California, and as such it deals directly with clients and never sells them products or services that involve a commission. All advice seeks to be unbiased and timely.

There is a large shift occurring in the financial industry today, upending long held practices at the major banks that put the institutions interests in front of their clients. Pacific Trust believes that the best results are achieved through long term value investing while keeping an eye on fees. There are no relationships with  outside mutual funds and the firm never buys funds with front end loads or excessive management fees.

Clients have both their own long term goals in mind, as well as that of the next generations to come. Any investment plan must consider the different generations within family units, assisting with inter-generational wealth transfer decisions including estate planning, gifting, and education funding.

Ultimately, Pacific Trust will be successful if the clients are successful in achieving their goals. That can be measured both in the absolute returns on their investments, but also in the client’s ability to rest easy knowing their hard earned assets are being guided in an exceedingly efficient manner.

We look forward to working with you and earning your trust.

Sincerely,
Mark Lechler