
We're a different kind of investment advisory firm. That's because we offer much more than investment management: we are a true one-stop shop for personal and business financial advice, delivered seamlessly through one voice. With over 110 years of combined financial services experience, our bench is deep and our skills range from banking and real estate to portfolio management and corporate retirement plan design. This enables us to be highly responsive and propose solutions that take into account your entire financial picture, however complex and intermingled your various assets and income streams are.
Because we have witnessed firsthand the inefficiencies of a compartmentalized approach, PPW has purposely tried to eliminate the service layers and the product barriers that are so often present in larger institutions. Our versatile advisers are trained and equipped to answer a variety of financial questions without always needing to consult a product specialist from another division. This allows us to be product-agnostic, and makes our professional staff more responsive and more accountable to our clients on all fronts.
Our core belief is that by having all of these skills and services under one roof, we can be better stewards of your family's wealth.
2004
10-19 Employees
Life & Health
CA
Orange County, LA County, Riverside County, San Diego County
1
Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management
Health, Annuity, Variable Annuity, Long Term Care, Variable Life, Life
FINRA (Financial Industry Regulatory Authority
Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds, Options & Futures
Yes
Phone, Our Office, Your Home, Email, Video Conference, Your Office, Our Offices
Fee-Based
$500,000
Flat Fee, Based on Assets, Hourly
Pasadena PW believes in overweighting smaller capitalization, value oriented stocks based on the work of the Fama-French three-factor model. Pasadena Private Wealth analyzes global economic and political trends to determine the best areas and countries of the world to overweight. PPW may make tactical allocation decisions between bonds and stocks (with the consent of the client) based upon long-term relative values of where stocks and bonds trade, in addition to geo-political considerations. PPW may also provide investment advice concerning or recommend investments in private placement transactions, private equity investments, venture capital investments, hedge funds and stock options as part of its diversified and risk-managed approach to wealth management.
Additional Detailed Disclosures
Highest in Service & Overall Satisfaction
