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Pacific Point Wealth Management
Pacific Point Wealth Management is a registered investment adviser and fiduciary-first independent firm. It provides personalized wealth management and...
Overview
Pacific Point Wealth Management is a registered investment adviser and fiduciary-first independent firm. It provides personalized wealth management and financial planning, with assets held at an independent third-party custodian. The firm serves professionals and investors and also helps independent advisors in Southern California exit their practices.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Carlsbad
Corporate office
Irvine, CA, United States
Principals
Ben McCollum
Managing Partner
Ryan Gorski
Managing Partner
Matt Marchand
Financial Advisor
James Curran
Financial Advisor
John Lacey
CFP®, Senior Financial Planner
Frequently asked questions
How does Pacific Point coordinate tax and estate planning with investment management?
Tax and estate planning are integrated directly into the firm's advisory framework rather than outsourced to external professionals on an ad-hoc basis. The firm's advisors coordinate asset location, tax-loss harvesting, gifting strategies, and trust structures alongside portfolio construction, aiming to optimize after-tax outcomes across multiple generations.
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