CALL US FOR A FREE CONSULTATION      916-509-8371

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Your financial future starts now. Let us help you get moving in

the right direction.

 

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.

Reshape finance. Rebuild trust. We specialize in you.

We are licensed independent financial consultants with one goal in mind: helping you achieve your financial goals.

Pacific Crest Wealth Management's 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. Our job is not only to assess your family’s financial needs but also to ensure that you and your family understand all of the options available to you.

Good fortune is in your favor. Let's make it happen.

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 the guesswork out of retirement. We do not look at it as retirement planning, but as income planning: the amount of income you receive from the vehicles in your financial plan is key to a safe and secure retirement.

CONTACT US HERE

CALL US FOR A FREE CONSULTATION      916-509-8371

FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT

Under the leadership of our founder and President, Nick Dally, Pacific Crest’s 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. Our job is not only to assess your family’s financial needs but also to ensure that you and your family understand all of the options available to you.

Our Philosophy

There is no one-size-fits-all solution.

We analyze, assess, and compare every option to come up with a plan tailored specifically for you, not a cookie-cutter strategy.

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One Step At A Time

Financial planning, like life, is not a sprint to the finish. Focusing only on the end of the race can blind you to the pitfalls and opportunities along the way. Only a step-by-step plan will  win the race.

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A Holistic Approach

Our holistic approach looks at your financial landscape from all angles. Whether you are one year into your retirement or ten years away, we consider all of your specific needs .

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A family-owned firm based on ethics, values and trust.

www.pacificcrestwm.com

9381 East Stockton Blvd., Suite 200 | Elk Grove, California 95624 | 916-509-8371

©COPYRIGHT 2015. PACIFIC CREST WEALTH MANAGEMENT. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. Pacific Crest Wealth Management and VCM are independent of each other.