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This site is only intended for clients and interested investors residing in states and countries in which Pacific Wealth Management® is qualified to conduct investment advisory services.

Pacific Wealth Management is a registered investment advisor located in San Diego, CA. Pacific Wealth Management may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Pacific Wealth Management’s website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Pacific Wealth Management at 858-509-9797 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Pacific Wealth Management does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Pacific Wealth Management representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Financial planning and investment advisory services offered through Pacific Wealth Management, LLC, a Registered Investment Advisor.

At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Pacific Wealth Management. Pacific Wealth Management does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Pacific Wealth Management does not necessarily endorse or recommend any commercial product or service described at these websites.

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