Pacific Group Wealth Management is a leading investment advisory firm, providing financial planning and wealth management services to affluent clientele. We work closely with clients to match them with the appropriate financial services and products. Kiefer West and his wife Jessica are over the moon excited to present the newest member of our PGWM team!
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth.
Services
Pacific Group Wealth Management is a leading investment advisory firm, providing financial planning and wealth management services to our clients. Our focus is on building long-term relationships, allowing us to identify and help our clients achieve their financial and retirement goals. Our knowledge, experience and expertise enable us to create advanced financial strategies.
Mike has over 15 years of experience in the financial services sector and is currently licensed as an Investment & Insurance Advisor. He joined Pacific Group Wealth Management with anticipation to broaden the range of services he can offer his clients so that he can better assist individuals, business owners and households achieve their financial goals.
Financial planning is at the core of what we do. We sit down with you to identify your major financial issues and goals, such as retirement income, estate planning, charitable giving and more. From there, our team creates and implements a strategic plan to get you on track. The plan is regularly reviewed and updated so that you understand how your money is working for you.
We have been associated with Kiefer as our financial advisor for the past four years. In this time we have seen growth with our financial portfolio and have gained a high level of respect for Kiefer's financial knowledge. His passion combined with his excellent aptitude of the financial markets gives us a level of confidence that Kiefer has our best financial interests first and foremost.
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