NAME:
Todd Brundage
FIRM:
Pacific Capital Works
CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Registered Investment Advisor (RIA), Investment Advisor Representatives, Chartered Financial Consultant (ChFC), Global Financial Planner (USA)
PRACTICE OVERVIEW
We help global executives optimize finances by managing assets, planning and protecting their future and managing the expertise needed to execute this plan. We do this in 3 different services depending on client assets: Wealth Management ($1m min.), Virtual Family Office ($5m min) and Investment Management ($500k min.). We only take clients who want an ongoing engagement with us, never static. And, we have the ability to manage assets in most locations or outside of our custodian. We provide a good structure to align our interest and put the client’s interest first. We onboard clients through a 4 meeting process beginning with an introductory call and followed by a Discovery Meeting where the prospective client receives a 1 page financial plan at a cost $500. At that time the prospective client is offered the opportunity to become a client and continue the onboarding process.
ABOUT THIS PRACTICE
We help global executives optimize finances by managing assets, planning and protecting their future and managing the expertise needed to execute this plan. We do this in 3 different services depending on client assets: Wealth Management, Virtual Family Office and Investment Management.
HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS
Ideally it helps to have clients who have a working cash flow. I want to automate cash flow from the client in to my planning to get real time data when we needed to do planning or solve concerns.
CONTACT
Email: brundage@pacificcapitalworks.com
Phone: 9712550888
