Member of Endowment Board & Investment Committee

Bachelor of Arts

Pasadena Private Wealth - Financial Advisor in Pasadena, CA | WiserAdvisor.com

Pasadena Private Wealth provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. Financial planning services will typically involve preparing a financial plan or rendering a financial consultation for clients based on the client's financial goals and objectives. This planning or consulting may encompass Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, or Business and Personal Financial Planning. Written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion of the client. Our firm provides clients with a summary of their financial situation, and observations for financial planning engagements. Financial consultations are not typically accompanied by a written summary of observations and recommendations, as the process is less formal than the planning service. We're a different kind of investment advisory firm. That's because we offer much more than investment management: we are a true one-stop shop for personal and business financial advice, delivered seamlessly through one voice. With over 110 years of combined financial services experience, our bench is deep and our skills range from banking and real estate to portfolio management and corporate retirement plan design. This enables us to be highly responsive and propose solutions that take into account your entire financial picture, however complex and intermingled your various assets and income streams are. Because we have witnessed firsthand the inefficiencies of a compartmentalized approach, PPW has purposely tried to eliminate the service layers and the product barriers that are so often present in larger institutions. Our versatile advisers are trained and equipped to answer a variety of financial questions without always needing to consult a product specialist from another division. This allows us to be product-agnostic, and makes our professional staff more responsive and more accountable to our clients on all fronts. Our core belief is that by having all of these skills and services under one roof, we can be better stewards of your family's wealth.

Pasadena Private Wealth

We would welcome the opportunity to provide a complimentary analysis of what your risk-adjusted, after-tax investment returns have been versus what our clients have enjoyed.  
Even if you have been relatively happy with your investments in recent years, we believe it would be well worth a few minutes of your time to ensure that not only are you not leaving money on the table in terms of excessive fund fees and tax inefficiencies, but that you are also taking the appropriate amount of risk for your individual circumstances.

Pasadena Private Wealth partners with third party providers of 401K and defined benefit plans for companies that emphasize: low cost, maximum fiduciary responsibility, pre-configured efficient portfolios, and transparent cost structures.

One of the most important concerns for our client's 
investment goals is planning for the future of their family.  
At Pasadena Private Wealth, we work closely with our clients to understand and help them achieve these goals for generations to come.  We spend a great deal of time educating our clients, with the help of estate planning attorneys, to create estate plans that are intended to nurture not spoil children, last for generations, and diminish potential issues such as divorce and legal liabilities.

Pasadena Private Wealth also offers consultation services regarding 
specific investment and financial matters pertinent to each of its clients. These matters may include advice on isolated areas of concern that go beyond the framework of typical portfolio management and financial planning. PPW conducts due diligence on private equity, hedge fund, private placement and real estate investments.

Pasadena Private Wealth's investment philosophy is based on long-term strategies incorporating the principles of modern portfolio theory. The company focuses on developing diversified model portfolios, principally through the use of low-cost, low-turnover funds, many of which are only available to institutional investors and clients of a network of selected investment advisors. Pasadena PW believes in overweighting smaller capitalization, value oriented stocks based on the work of the Fama-French three-factor model. Pasadena Private Wealth analyzes global economic and political trends to determine the best areas and countries of the 
world to overweight. PPW may make tactical allocation decisions between bonds and stocks (with the consent of the client) based upon long-term relative values of where stocks and bonds trade, in addition to geo-political considerations. PPW may also provide investment advice concerning or recommend investments in private placement transactions, private equity investments, venture capital investments, hedge funds and stock options as part of its diversified and risk-managed approach to wealth management.