Ethics, value and trust are the foundation of who we are.
When it comes to the planning for your financial future, there is no one-size-fits-all solution. We analyze, assess, and compare every option available to us to come up with a plan tailored specifically for you, not a cookie-cutter strategy. This approach puts us in a unique position to provide the best possible scenarios and solutions for you. Pacific Crest Wealth Management was created with the vision of providing personal service to each and every client. Being an independent financial planning firm allows us to work for you, not for an insurance company, brokerage firm, or wire house.
Your experience with Pacific Crest Wealth Management starts with a one-on-one consultation with the goal of getting a clear picture of every aspect of your current finances, your unique circumstances, and your long-term financial goals. After taking every asset into account, we produce an all-encompassing financial plan for each client. Everyone worries about how much money they will need to retire and if they will run out of income. By looking at your financial landscape from all angles, we take out the guesswork and can give you a more clear picture of your financial future.
As independent financial consultants, we are not allied with one set of investment instruments. We are constantly comparing and reviewing strategies to keep us on the cutting edge of the industry for our clients.
Under the leadership of our founder and President, Nick Dally, our mission is to provide financial clarity for each and every client. As a family-owned firm, we understand that your family depends on you to make good decisions about your retirement.
A simple and effective approach.
By exploring your past, present, and future financial goals with a holistic approach, we are able to bring financial clarity and peace of mind to every client. Success is not off somewhere in the distance; it is a process that starts now with your individualized plan. Through constant communication and diligence, we are committed to finding out what is best for you today, tomorrow, a year from now, and in the far future.
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FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
9381 East Stockton Blvd., Suite 200 | Elk Grove, California 95624 | 916-509-8371
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Investment Advisory Services offered through Blueprint Wealth Partners LLC a registered investment advisor in the state of California. Pacific Crest Wealth Management and Blueprint are independent of each other.