OUR MISSION STATEMENT
We help our clients preserve, grow and transfer their wealth with intention
We help our clients preserve, grow and transfer their wealth with intention
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.
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:
Dale Miller serves as the team’s Managing Partner, Family Wealth Director and Corporate Client Group Director. He has a rare depth of experience in wealth management and trading, having transacted more than $5 billion of institutional and individual client securities during 19 years in private wealth management. He utilizes his insights and experience in managing clients’ tactical portfolios, hedging concentrated equity, and guiding corporate insiders with planning and reporting issues related to the SEC’s Section 16 reporting requirements.
As a Family Wealth Director and Corporate Client Group Director at Morgan Stanley, Dale is adept at providing customized strategies for wealthy families and business owners. Being a cofounder of a local technology company himself, he understands the unique challenges successful business owners face.
Dale graduated from Willamette University with B.A. in Economics and English, and he is the author of Sleeping Like a Baby: Investing in Volatile Markets (1998). Dale has served his community in many capacities, ranging from Scoutmaster to serving on the board of directors for multiple nonprofit organizations. Dale and his wife, Kari spend their “free time” raising their seven children.
Securities Agent: AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Larry Garcia leads the team’s financial planning practice, and he has extensive knowledge and experience in retirement, business succession, estate, education and philanthropic planning strategies. He takes special care in establishing a big-picture view of clients’ overall goals and develops planning strategies that often include the input of their other trusted advisors, such as their CPAs, estate and business planning attorneys, trustees and insurance professionals.
Having achieved multiple industry designations, including Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), Certified Investment Management Analyst® (CIMA®) and Chartered Financial Consultant® (ChFC®), Larry has a breadth of wealth management experience that enables him to deliver comprehensive solutions to our clients.
Larry graduated from Santa Clara University with a B.S. in economics that included coursework at the London School of Economics. He also played intercollegiate volleyball for Santa Clara University and the University of London. Larry and his wife, Kelley, are the parents of two daughters, and they live in Kirkland, Washington. He is a current board member of the Kirkland Boys and Girls Club, and he manages the volleyball program at Holy Family School.
Securities Agent: AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
David Co-Heads our planning practice, and has been a Partner of the team since 2006. David has an analytical focus and specific experience in financial modelling that benefits clients who require advanced stock option, retirement cash flow, and business succession planning. Additionally, as a Family Wealth Advisor, David engages clients in multi-generational planning to help equip children and grandchildren with the tools and education to carry on family legacies.
David received his Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC®) designation from the College of Financial Planning, his Certified Portfolio Manager (CPM®) designation from Columbia University, his Certified Investment Management Analyst® (CIMA®) designation from the Investment Management Consultants Association and The Wharton School, and his Family Wealth Advisor designation from Morgan Stanley’s Institute of Family Wealth Management.
Prior to his current role at Morgan Stanley, David graduated from Marquette University with a B.S. in finance and received his Officer’s commission through the Naval ROTC program. While in the Navy, he served as the missile fire control officer onboard USS SHOUP (DDG-86). Following his military service, he started his civilian career in 2006 at UBS Financial Services and then moved to Morgan Stanley in 2008.
David and his wife, Corinne, live in Renton, Washington, and have two young children. They are active members of St. Joseph’s Catholic Church, and enjoy cheering for the Sounders, hiking, camping, and chasing their kids through the parks and playgrounds of the greater Seattle area. He currently volunteers his time as a board member for Pediatric Stroke Warriors and the Bellevue Police Foundation.
Securities Agent: AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Polly has more than 30 years of experience in the wealth management business at Morgan Stanley and its legacy firm, Smith Barney. Her early career centered on trading in the fixed income (bond) markets, with a focus on constructing municipal bond portfolios for institutions and high-net worth families. Polly’s extensive knowledge in fixed income has evolved over the last 20 years into managing investments for large nonprofit entities, such as endowments and foundations, as well as successful families, and businesses. Each of her portfolios are custom designed to help her clients achieve their unique mission, and she is known for her unique blend of enthusiasm, empathy, and professionalism.
Polly grew up in Sun Valley, Idaho, but has called Queen Anne in Seattle home for the past 30 years. She is a proud mom of a son and daughter in their 20s. Along with being involved in a number of local charities both professionally and personally, she is an active alumnus of Whitman College in Walla Walla, WA, where she earned a B.A. in History.
Securities Agent: AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Scott joined PWMG in 2017 with two decades of experience in financial services. He was most recently Regional Director for LoCorr Funds Management, a position he previously held with Legg Mason and its predecessor firms since January 2001. He was with Equitable from 1998 to 2001. Before joining the financial services industry, Scott was a commercial salmon fisherman in Alaska.
Scott is a graduate of Linfield College in McMinnville, Oregon, where he received a Bachelor of Science degree in Business. He continued his education by obtaining his Certified Investment Management Analyst (CIMA®) designation, administered by Investment Management Consultants Association and taught in conjunction with the Wharton School of Business. Scott also holds FINRA Series 7, 63, and 65 licenses.
Scott, a native of Haines, Alaska, now resides in Seattle with his wife Deborah and their daughter Anna. He has summited Mt. Rainier 11 times and Mount McKinley once. In addition to his climbing pursuits, Scott enjoys spending time with family and friends, skiing, playing golf, fishing and traveling. He also builds custom fishing boats, stomps grapes at the family winery, and volunteers for a number of local and international charities.
Securities Agent: AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative
Betsy Hansen serves as the team’s research partner. She conducts due diligence on investments for the team’s discretionary portfolios, assists with trading and research for ad-hoc clients requests, and engages with clients on a daily basis to offer market updates, and portfolio reviews.
Prior to joining Morgan Stanley, Betsy lived and worked in London, where she attended graduate school at the London School of Economics. Subsequently, she stayed in the area to work in London’s financial district at Variant Perception, a start-up global macroeconomic research provider, and then as a research economist at a startup economic consultancy.
Betsy has a B.S.B.A. in finance and economics from the University of Denver, and a Masters degree in economic history from the London School of Economics. Her Masters Dissertation was on the origin of the Financial Advisor profession in the US, and was published in 2013. She has been a Fellow at a variety of think tanks, where she studied and wrote about the economic impact of local and federal government policies, as well as banking, finance and monetary reform plans.
Viyana leads operations for PWMG - a role that has proven to be essential to the team’s success as we’ve grown throughout the region. She has over two decades of experience in the financial industry. She started out as a teller with Bank of America, and later moved to BAISI, Banc America Investment Services. She was then recruited to RBC as a Registered Associate and most recently served as a Senior Registered Associate at DA Davidson.
Her longtime fascination with the financial markets led her to obtain securities licenses and she earned her CFP® (Certified Financial Planner™) designation in 2006.
Viyana was born in Laos, raised in Thailand, and grew up in Los Angeles. Presently, she resides with her family in Renton and stays active by keeping up with her young twins.
Dan joined the team in early 2017 after graduating with honors from Washington State University with a B.S.B.A in International Business and Marketing. He works alongside Viyana, helping to ensure that team operations and service are running smoothly. He came to PWMG with more than eight years of experience in customer service at Nordstrom, where he learned to satisfy and exceed client expectations at the operational level.
Dan loves travel. He has been to over thirty countries at this point, and plans to add many more to the list. He also has a deep interest in the game of chess, and he has coached players and hosted regional tournaments in the Greater Seattle area for over six years.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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