Fiduciary Financial Advisor Serving Las Vegas
Independent, fee-transparent wealth management for Las Vegas professionals, families, and business owners.
Pacific Point Wealth Management helps Las Vegas residents grow, protect, and transition their wealth. As fiduciaries serving Clark County, we're legally and ethically required to put your interests first, and we build every plan around your goals, not a product list.
Whether you're weighing your first advisor relationship or your fifth, the questions Las Vegas clients bring us are usually the same: Am I saving enough? Is my portfolio actually built for my goals? What happens to my business, and my family, when I step back? Those are exactly the questions the Pacific Point Compass™ process was built to answer.
ZIP codes we serve in Las Vegas: 89030, 89031, 89032, 89033, 89036, 89081, 89084, 89085, 89086, 89087, 89095, 89101, 89102, 89103, 89104, 89105, 89106, 89107, 89108, 89109, 89110, 89111, 89112, 89113, 89114, 89115, 89116, 89117, 89118, 89119, 89120, 89121, 89122, 89123, 89124, 89125, 89126, 89127, 89128, 89129, 89130, 89131, 89132, 89133, 89134, 89135, 89136, 89137, 89138, 89139, 89140, 89141, 89142, 89143, 89144, 89145, 89146, 89147, 89148, 89149, 89150, 89151, 89152, 89153, 89154, 89155, 89156, 89157, 89158, 89159, 89160, 89161, 89162, 89164, 89165, 89166, 89169, 89170, 89173, 89177, 89178, 89179, 89180, 89183, 89185, 89193, 89195, 89199
How We Help Las Vegas Clients
Financial Planning
A well-grounded plan goes beyond saving and investing, it considers insurance, tax, estate, and retirement planning, reviewed regularly so you stay on track.
Retirement Planning
Define your retirement vision, model different scenarios, and build a strategy to accumulate and protect the assets you'll need.
Investment Planning
Align your portfolio with your goals, risk-comfort, and time-horizon, managed with discipline and transparency.
Business Exit & Succession
For owners and advisors: understand what your business may be worth, prepare it for sale, and plan what comes after.
Las Vegas FAQs
What do you charge?
We charge a transparent percentage of assets under management, no hidden commissions or kickbacks. You’ll always know what you’re paying, and why.
I own a business in Las Vegas, can you help me plan an exit?
That’s one of our specialties. We help owners understand what their business may be worth, prepare it for sale, and plan the proceeds, before, during, and after the transition. Start with our free valuation calculator.
Where is my money held?
Assets are safeguarded by an independent third-party custodian for your protection, with transparent reporting and insured accounts.
Do you work with clients in Las Vegas?
Yes. Pacific Point Wealth Management serves clients throughout Clark County from our Carlsbad, CA headquarters, meeting in person or virtually, whichever works better for you.
Nearby:
North Las Vegas · Paradise · Summerlin · Aliante · Providence · All locations
Own a Business in Las Vegas?
Get an educational estimate of what it may be worth, then talk it through with a fiduciary.