faq

We have very few clients that utilize us purely for investment management, most of our clients work with us on a service package either as elite wealth management or virtual family office.

We likely can, but we don't need to. By design, Pacific Capital Works was built to be paperless, cloud-based and location independent.* We frequently host client meetings over the web and host other web-based events that remote clients may attend.

*Pacific Capital Works may offer investment advisory services in the State of Oregon and other locations or other states where the client resides or jurisdictions where registered or exempted. This is not an offer for services in any jurisdiction in which the firm is not either registered or exempted.

In essence, we are your partner and coach advising you to achieve your financial and life goals. We will help you dream, grow, protect, enjoy, and transfer your wealth. Our goal is to help you gain clarity about what you want and how to get it. We work with you to set goals, develop strategies to achieve them, and implement the strategies while monitoring your progress and making adjustments when necessary.

TBD

There is a $500 Fit Meeting fee ($200 for Investment Management Fit Meeting). Our Fit Meeting agendas are available on the Get Started page on our website.

Our clients have household incomes of at least $300K USD or investable assets (excluding real estate) of at least $750K USD or have signifcant private assets and need the planning. Our average client has over $2m in assets invested with us.

If you are struggling to keep up on your monthly payments then you do not need a financial planner, you need a credit counselor. Start by contacting the National Foundation of Credit Counseling and see if a Debt Management Program might be a good fit for you. They have trained counselors in your area who can help assess your situation and help guide you through credit counseling, foreclosure, and bankruptcy.