Pacific Wealth Management LLC is a registered investment adviser located in Honolulu, HI. As Investment Adviser Representatives with LPL Financial, they offer customized financial advice on a fee basis, helping clients pursue their wealth accumulation, preservation, and distribution objectives. They provide personalized investment portfolios designed to work towards long-term investment goals, simplified performance reporting, ongoing professional advice, and timely information about clients' accounts and the world's financial markets.
With a focus on getting to know their clients' financial needs, goals, and lifestyle, Pacific Wealth Management LLC aims to assist investors in making informed decisions in the face of the daunting choices presented by the increased demand for financial products. They manage portfolios and make investment changes without commissions, adjusting investment portfolios to align with changing objectives or economic climates.
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