# Pacific Point Wealth Management

Pacific Point Wealth Management is a Multi Family Office based in Carlsbad, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Carlsbad, United States
- **Region:** North America
- **Address:** Irvine, CA, United States
- **Assets under management:** Undisclosed
- **Website:** pacificpointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/pacific-point-wealth-management

## Regulatory record

- **CRD number:** 338392
- **SEC file number:** 801-134417
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338392

## About

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.

## People

- Ben McCollum — Managing Partner
- Ryan Gorski — Managing Partner
- Matt Marchand — Financial Advisor
- James Curran — Financial Advisor
- John Lacey — CFP®, Senior Financial Planner

## 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.

## Related profiles

- [Manhattan Wealth Management Group](https://altss.com/profile/manhattan-wealth-management-group)
- [Highbrook Capital Partners](https://altss.com/profile/highbrook-capital-partners)

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Last updated: 2026-08-11T15:07:41.444Z

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