Choosing a financial advisor can be one of the most important decisions in your life and it can feel overwhelming with all of the different options available. Everyone’s financial circumstances and personal situations are unique. Our planning process is focused on your individual needs.  With experience, discipline and patience, the goal of growing your assets throughout the various stages in your life is what we are about.  

When you choose to work with us, you’ll find that our approach is what sets us apart.  

Here’s how we do it...  

We build your trust…

Managing wealth is a dynamic, ongoing and very personal experience. When considering your financial future, it’s important to work with an experienced advisor who will listen to your needs, and in whom you can trust. Since 2001, we have guided individuals and families using a holistic approach to financial planning, putting you on a secure path towards achieving your goals. We learned our disciplined approach from over 20 years experience in personal and institutional investment management – experience and expertise that permits a big-picture understanding of the economics that affect the world’s financial markets. We want to be the first call you make when something in your life changes, for better or worse—because life events can impact your financial future.  

We value relationships…

Our clients include individuals, families and business owners. Our success in developing close, trusted relationships goes far beyond finances. We believe in building enduring relationships with our clients to enhance their lives and personal and business aspirations. We get to know and care deeply about our clients, your goals and your legacy. Our goal is to focus on the issues that are most important to you throughout the various stages of your life.

We act in your best interests…

A benefit of working with Pacific Horizon Investment Management is our ability to provide clear, easily understood explanations of our services. As an independent Registered Investment Advisor (RIA), we don’t earn a commission for our financial planning services and we don’t sell investment products or insurance. As a fiduciary, we are held to the highest standards in the financial planning and investment advice industry and the recommendations we make are based solely on helping you best reach your financial goals - always.  

We focus on personalized service…

We like to think our boutique size provides for a more personal service and deeper client relationships. Defining your needs and goals and tailoring specific plans is central to our process - not a cookie cutter, one-size-fits all approach as we often see deployed in larger firms. We want you to have trust in us, since any change in your life—good and bad—can affect your overall financial plan. Ultimately, we want to be an accessible resource for our clients throughout their financial journey so that we are better positioned help your portfolio grow and adapt to inevitable changes.  

We look to the future…

We take a proactive view of financial planning, helping you manage your wealth responsibly and into the future. Whether it be investments or retirement planning, we provide comprehensive guidance, standing beside you through the many changes that life inevitably holds for us all. Our goal is to manage assets and develop financial solutions that fit your individual needs - not just for today but into the future - creating a secure foundation for generations to come.