A New Prespective on
Wealth Management

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

Mission Statement

Putting our clients first

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Financial Planning

It all starts with a plan

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Estate Planning

Planning for the next generation

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401k/IRA

It starts with the basics

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Welcome!

Pacific Trust Wealth Management

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.

Current Outlook