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The Pacific Wealth Management Group


We help our clients preserve, grow and transfer their wealth with intention

Our Story and Services

A Team Approach to Helping Clients Thrive

Our clients have earned their wealth through hard work, passion, and commitment & we strive to reflect those same attributes in everything we do. We have a strong conviction in what we do, competency based on experience and education, and a dedication to building trust with each client.

By choosing to work with the Pacific Wealth Management Group you will receive the robust support of a highly experienced team of professionals who have worked together for many years. We use a goals-based wealth management approach that measures success by how you're progressing toward meeting the goals most important to you. It enables us to stay flexible and proactive in managing your portfolio and helps us to identify innovative ways to help improve your results.

As a client of PWMG, you will have the opportunity to work with each one of us on the team. You can be sure that we will be exceptionally responsive to your needs, and committed to your success for the long-run. To effectively offer this level of service and support, we limit our practice to a select group of individuals and families for whom we can have the maximum impact.

Learn more about our team by downloading our brochure, or giving us a call. We look forward to hearing from you!

PWMG Events & Community Support

We were proud to sponsor the first ever Lake Chelan Wine and Jazz Festival this year. So great to see such a talented mix of artists in such a spectacularly beautiful setting!
All profits from the event went to support the Brewster Boys and Girls Club.

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Services Include

  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Estate Planning Strategies
  • Executive Financial Services
  • Institutional Services
  • Stock Option Plans
  • Corporate Cash Management

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Clients


Our clients tend to be successful families, entrepreneurs and executives from a wide range of backgrounds. Many of them play pivotal roles in some of the most dynamic industries in the Pacific Northwest such as technology, manufacturing, health care, and agriculture.

While every situation is different, a few themes arise for all of our clients. They value the guidance/perspective a team of advisors can offer over time, they are planning ahead for a significant transition, and they view their wealth as an essential tool for supporting their family and community.

Here are some common situations we help clients with:

  • Local technology entrepreneurs preparing for an IPO of their company
  • Owner of a closely held business planning to sell and retire
  • Executives with complex stock option plans and/or concentrated stock positions
  • Families going through a divorce
  • Large family run agriculture businesses looking for guidance on how best to pass the business onto the next generation

IPO's and Restricted Stock

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Planning for A Liquidity Event

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  • 225 108th Ave Ne, Suite 800
  • Bellevue, WA 98004

    Meet The Pacific Wealth Management Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact The Pacific Wealth Management Group today.

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