TK Pacific Wealth
TK Pacific Wealth was created as a destination to help busy professionals achieve peace of mind in their financial lives so they can spend their free time pursuing what they love to do. Together we assist our clients in keeping more of what they make, partner in growing their wealth, and help them sleep at night knowing they have a path for the future they want to live.
We approach our relationships with our clients much differently than big Wall Street firms, banks, and insurance companies. We don’t have high asset minimums so families that are starting out have access to advice to help them make good decisions to plan the future they want. We also hold ourselves to a higher standard of service and as a fiduciary act in your best interest 100% of the time.
Based in north San Diego county, we leverage the latest technology which enables us to work with clients regardless of where they are located. This ensures we can provide the advice you need on your terms – whether that is meeting us in person or virtually at almost any time of the day.
We take pride in helping our clients make smart financial decisions without relying on financial jargon or complex solutions. This allows them to enjoy the freedom, confidence, and piece of mind knowing they are on a good path to financial success both today and in the future.