Pacific Wealth Advisory Services LLC

Pacific Wealth Advisory Services (PWASL) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. PWASL creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. PWASL primarily recommends mutual funds, but may also use fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities and private placements to diversify portfolios.