Chamber of Commerce

      Pacific Wealth Management

      ( 12 Reviews )

      Pacific Wealth Management
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      Hours

      Tuesday:
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      Chamber Rating

      Verified Member
      4.7 - (12 reviews)
      11
      0
      0
      0
      1
      Read Our 12 Reviews

      Chamber Rating

      Verified Member
      4.7 - (12 reviews)
      11
      0
      0
      0
      1
      › ‹
      • Roger R

        Justin, Jim and the excellent team at PWM listened to our financial goals, determined our risk profile and then proposed a commensurate investment strategy for our long term needs. My wife and I have been with them for over 5 years and we trust their management of our hard earned nest egg, which has grown significantly. We meet with them quarterly for formal updates, but they always answer the phone for any immediate discussions too. They are a true Fiduciary team: Looking after our needs 1st.
        Nov 22nd, 2022

      • Steven Thornton

        Margie Smith is the best. She is smart and compassionate, traits uniquely found in the some of the best people I know. Margie is one of them.
        Dec 9th, 2021

      • Jake Buckner

        I highly recommend Pacific Wealth Management and specifically Margie Smith. Margie is truly one of the best people I know- smart, dedicated, thoughtful- and always puts her clients' interest first.
        Nov 13th, 2021

      • Julie Long

        The team at Pacific Wealth Management provides wonderful financial guidance. They make all recommendations based on what's in their clients' best interests. Thank you for all your help Margie and the entire PWM team!
        Sep 16th, 2021

      • Eric Magnuson

        Pacific Wealth is a great financial advisory firm. I have really enjoyed working with Jim, Justin and the rest of the Pacific Wealth team. They are very experienced, knowledgeable and responsive. Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.
        Aug 26th, 2021

      Read Our 12 Reviews

      About
      Pacific Wealth Management

      At Pacific Wealth Management, we embrace the higher fiduciary responsibility that comes with being an independent advisory firm, aligning our objectives with yours and working within a compensation model that ensures we act in your best interests at all times. Before you decide to work with us, all prospective clients are invited to three, no-obligation meetings where you will receive actionable recommendations and in-depth insight into how we can help you achieve your goals. Our services include: financial planning, retirement planning, executive compensation analysis, asset management, tax planning, cash flow analysis, risk management & insurance needs analysis, Social Security planning, goal-based needs analysis, and more.

      Contact Info

      Questions & Answers

      Q What is the phone number for Pacific Wealth Management?

      A The phone number for Pacific Wealth Management is: (858) 509-9797.

      Q Where is Pacific Wealth Management located?

      A Pacific Wealth Management is located at 11512 El Camino Real #350, San Diego, CA 92130

      Q What is the internet address for Pacific Wealth Management?

      A The website (URL) for Pacific Wealth Management is: https://www.pacwealth.com/

      Q What days are Pacific Wealth Management open?

      A Pacific Wealth Management is open:
      Tuesday: N/A
      Wednesday: N/A
      Thursday: N/A
      Friday: N/A
      Saturday: N/A
      Sunday: N/A
      Monday: N/A

      Q How is Pacific Wealth Management rated?

      A Pacific Wealth Management has a 4.7 Star Rating from 12 reviewers.

      Hours

      Tuesday:
      N/A
      Wednesday:
      N/A
      Thursday:
      N/A
      Friday:
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      Saturday:
      N/A
      Sunday:
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      Monday:
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      Ratings and Reviews
      Pacific Wealth Management

      Overall Rating

      Overall Rating
      ( 12 Reviews )
      11
      0
      0
      0
      1
      Write a Review

      Roger R on Google

      image Justin, Jim and the excellent team at PWM listened to our financial goals, determined our risk profile and then proposed a commensurate investment strategy for our long term needs. My wife and I have been with them for over 5 years and we trust their management of our hard earned nest egg, which has grown significantly. We meet with them quarterly for formal updates, but they always answer the phone for any immediate discussions too. They are a true Fiduciary team: Looking after our needs 1st.

      Steven Thornton on Google

      image Margie Smith is the best. She is smart and compassionate, traits uniquely found in the some of the best people I know. Margie is one of them.

      Jake Buckner on Google

      image I highly recommend Pacific Wealth Management and specifically Margie Smith. Margie is truly one of the best people I know- smart, dedicated, thoughtful- and always puts her clients' interest first.

      Julie Long on Google

      image The team at Pacific Wealth Management provides wonderful financial guidance. They make all recommendations based on what's in their clients' best interests. Thank you for all your help Margie and the entire PWM team!

      Eric Magnuson on Google

      image Pacific Wealth is a great financial advisory firm. I have really enjoyed working with Jim, Justin and the rest of the Pacific Wealth team. They are very experienced, knowledgeable and responsive. Most importantly my portfolio has done better working with Pacific Wealth than any other Financial Advisory Firm that I have used in my 30+ years of investing.

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      Overall Rating

      Overall Rating
      ( 12 Reviews )
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