About
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We are a Financial Firm
More than just your regular investing firm around
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Honorable
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Professionals
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Ethical
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“Empower the lives of executives through superior leadership, investment management, advisory and team work, creating a richer community.”
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Pacific Capital Works was founded on the idea that global executives holistically have a series of individual wealth problems and opportunities throughout one’s career and if properly executed can lead to powerful and purposeful outcomes not only for the executive but for the community and many generations within their family.
Authenticity
Provide authentic advice by mastering the profession, art and science
Education
Constantly educate ourselves in real empirical endeavors about the markets, laws, tax code and programs that protect and benefit our clients.
Excellence
Advance our services and collaboration with experts to the forefront of the industry
Guide Feng Shui
Lead clients in the direction of their choosing, but ensure balance and happiness
Responsibility
Be a responsible company, not only to our clients, but to our community, employees and environment
Fiduciary
We always put our clients’ interests first.
WE ARE A FIDUCIARY - Remove this and link to Fiduciary Page
Investment services today are out of balance and are solely focused on profits leaving the successful executive short of achieving their aspiring goals. The value for the executive is marginal and this shared benefit between the investment industry and executive has become predominantly weighted towards the investment industry. The greed of the investment industry, might even drive the retirement industry to be the next national disaster.
Pacific Capital Works wealth services were designed to create a program that corrects for this fault and provides a holistic program that not only wisely maximizes the investment of executives, but gives them the foundation to excel through a process that exploits their opportunities. We believe successful and happy clients lead to a stronger and richer community.
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