Services Overview

Wealth Management Services:

Serving Private Clients & Families

Comprehensive, personalized and continuous solution to growing and maintaining wealth and providing the most efficient route to achieving your goals.

Wealth Management Services Include:

Investment Management
Advanced Planning
Wealth Enhancement
Wealth Transfer
Wealth Protection
Charitable Gifting

Institutional Services:

Serving qualified and non-qualified plans, advisors, charitable organizations, foundations and endowments

Comprehensive, personalized and ongoing solution to meeting the specific goals of the client.

Institutional Services Include:

Consulting
Implementing and Managing Qualified,Non-qualified, Equity Compensation,Foundation and Endowment Programs.
Investment Fund Management
Family Office Management
Risk Mitigation

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DISCLOSURES
Pacific Capital Works, Inc. is registered as an investment adviser in Oregon and Texas. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Pacific Capital Works, Inc. is not engaged in the practice of law or accounting.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. Past performance is not a guarantee of future success. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client's portfolio.
Third-party recognition from rating services or publications does not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.