Our Mission

Our mission is to help our clients reduce the stress and anxiety in their lives that is created by financial worries.  Although money alone cannot buy happiness, we recognize that worrying about financial matters can prevent anyone from enjoying their life.  

We accomplish our mission through a collaborative process that helps maximize each client's potential for meeting life goals through Financial Advice that integrates relevant elements of the client's personal and financial circumstances.

Our company was started because our founder saw a need for a wealth management company that was organized around a client centric model.  After working for 30 years at large Wall Street companies, our founder recognized most companies operated on a company centric model despite claiming to put clients first.  Their actions did not align with their words.  Great companies and businesses ask what their clients want and then find a way to deliver it to them.  This is the bedrock principle Pacific Tides was built on.