Why Pacifica?

We are a team of investment specialists who are dedicated to providing financial guidance and stewardship of your wealth. We know that above all, when you ask us to manage your wealth, it is not just a portfolio of stocks and bonds. It is the product of many years of hard work and painstaking savings. And we understand that it is your basis for a fulfilling retirement, a meaningful gift or a specific target or goal.

We Serve Clients In:




states in USA


provinces in canada

Our Services

  • Cross Border Investment Solutions
  • Fee for service: no third party inducements
  • Growth, Income and Balanced Strategies
  • Customized Client Portfolios

Our Commitment

  • Fiduciary Duty: Clients always come first
  • We subscribe to the CFA Code of Ethics
  • Full transparency on costs and activities
  • 24-hr response to client requests


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