INVESTMENT OPPORTUNITIES

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.

Estate Planning

Along with outright investment advice and services, we seek to implement any plan in the overall context of what is best for the estate,

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Wealth Management

Pacific Trust offers guidance on all of your wealth management needs. We provide specific advice on how to achieve your financial goals,

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Financial Planing

The purpose of a financial plan is to set you on a path to achieving your financial goals. There are no independent financial decisions and

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Investment Management

We offer a range of investment services covering both traditional and alternative asset classes, from

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Small Changes

Big Consequences

“Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.” -Albert Einstein

WE ARE ALWAYS READY

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