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Pacific Wealth Management Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Welcome

The Pacific Wealth Management Group at Morgan Stanley provides affluent families a depth of knowledge and experience to back up our commitment to their success. Personal attention, open communication, and exemplary service stand as the pillars of our client relationships.

We employ a consultative process to explore and address each client’s advanced planning goals and needs. We begin with a discovery discussion to better understand our clients and what they want to accomplish, followed by a quantitative analysis of correlations, risks, cash flows, and asset classes. We then combine those two aspects of wealth management in order to develop an initial plan and investment policy.

Our clients’ major concerns are preserving wealth, tax management, transferring assets to future generations, protecting themselves from liability, and charitable giving. To effectively offer this depth of service and experience, we limit our practice to a select group of individuals and families for whom we can have the maximum impact.


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

Services Include

  • 401(k) Rollovers
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Estate Planning Strategies
  • Executive Financial Services
  • Institutional Services
  • Stock Option Plans

Location

Location

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


    Video

    Meet Pacific Wealth Management Group

    Investing

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

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

    Family

    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

    Retirement

    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

    Philanthropy

    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 from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

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

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