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Pacific Wealth Management

12544 High Bluff Drive, San Diego, California, United States

http://www.pacwealth.com

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About Pacific Wealth Management

Established January 2012

After more than a decade of advising high-net-worth investors, both individual and corporate, Pacific Wealth Management™, LLC, experienced a particularly rewarding year in 2011. In October, online investment research publication AdvisorOne named the Del Mar, California-based company one of the top wealth managers in the United States. Its founders came to the company with long records of experience at large wire house firms, including Smith Barney and E. F. Hutton & Co. James Kuntz and Mark Hill recognized the potential for greater performance if financial managers had access to a broader range of independent research data and could move client wealth through a larger array of asset classes. They established Pacific Wealth Management in 1998 to serve individuals, families, nonprofits, and businesses.

The company utilizes Proactive Asset Management, a proprietary management system for evaluating risks and making asset decisions. San Diego Magazine named Mr. Kuntz a FIVE STAR Wealth Manager in 2011, and Conquest Press, LLC, dubbed Mr. Hill one of the nation’s Top Financial Advisors that same year. The San Diego Business Journal also designated Pacific Wealth Management one of the best asset managers in the city.

Today, the company assists clients in preserving and cultivating more than $200 million in financial resources. Throughout the recent upheavals in domestic and international markets, the experts at Pacific Wealth Management have served their customers well. The company also counsels separating couples through the financial, legal, and emotional challenges of divorce at its sister firm, Pacific Divorce Management. Find out more about both operations at PacWealth.com and PacDivorce.com.
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