Pacific Advisory Group, Inc

Financial Services - Palo Alto, California, United States

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Pacific Advisory Group, Inc Details

Note: On January 1, 2012 Pacific Advisory Group merged its practice with Vista Wealth Management. Our staff will continue to work with clients as described below.______________Pacific Advisory Group is a Palo Alto wealth management firm that advises high net-worth individuals in all aspects of their financial lives. In addition, we manage pension fund investments for closely-held businesses. We are independent, fee only, and grow through referrals.We are fiduciaries, a term that is not always understood by those outside the industry. A fiduciary must put the client's interests first – ahead of our own. In contrast, an agent or broker must put his or her employer's interests first. A fiduciary's focus is on the client, rather than the company.Our firm has grown and prospered for 24 years by consistently delivering at, or above client expectations. We attribute much of our success to two skills: 1) our ability to listen and truly hear the client with regard to their goals and needs; and 2) to communicate in plain English rather than investment or legal jargon, so our clients can make truly informed decisions.

Employees: 6
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Location: Palo Alto, California, United States
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