🌊 Pacific Point Wealth Management

Protecting What You’ve Built. Growing What You’re Starting.

Whether you’ve spent decades guiding clients… or you’re just beginning your own wealth journey - Pacific Point gives you the clarity, care, and confidence to take the next step.

Your Legacy Deserves More Than a Fire Sale

You’ve poured your life into your practice - the late-night calls, the tough conversations, the families who trust you with everything. Walking away isn’t just about money… it’s about what happens to your clients, your reputation, and your life’s work.

The problem?

The old way that most advisors go with:

• Sell to a stranger who doesn’t know their clients.
• List their practice with a broker, waiting months with no guarantees.
• Or shut down - leaving clients to fend for themselves. You know you deserve better.

Our Solution:
At Pacific Point, we help independent advisors in Southern California exit with peace of mind:

• ✅ Direct buyout - no listings, no brokers.
  
  
• ✅ $2M upfront with a $10M+ valuation model.
  
  
• ✅ Earn-out structured around client retention (not just revenue).
  
  
• ✅ 90%+ client retention guarantee.
  
  
• ✅ Flexible: walk away clean, or transition slowly on your terms.

Advisor FAQs

• Q: How do I know my clients will be cared for?
  A: We assign a dedicated transition team, introduce every client personally, and guarantee 90%+ retention. If we don’t keep them, you don’t pay.
  
  
• Q: Will I lose control immediately?
  A: No. You choose your exit speed. Some advisors walk away in 90 days. Others take 12–24 months to transition out gradually.
  
  
• Q: Why not just list with a broker?
  A: Brokered sales take months, cost 10–12% in fees, and often hand your clients to strangers. Our direct model is fast, fair, and keeps your legacy intact.