Pacific Capital Works is an independent-fee-only Registered Investment Advisor that works with a team of experts to optimize finances for entrepreneurs, executives, key employees and institutions. For private clients we provide a complete financial solution and specialize in certain industries and clients who have concentrated equity stakes.
For institutions we provide retirement plans and advise foundations. The firms’ services are authentic, individualized and holistic with key qualities that are structured to benefit the client. We specialize in several client markets: (1) Creative, Outdoor & Athletic (2) Emerging Companies (3) Food & Beverage (4) Medical (5) Software (6) Advisors (Consultants, Investment Advisors, Investment Banks & Venture Capital Firms)
401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning CFP Â® Charitable Planning College Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Management Investment Policy Statements IRA Legacy Planning MBA NAPFA Member Passive Investment Strategies Pension Plan Design & Management Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Wealth Management Women's Issues