Pacific Point Wealth Management, LLC is a registered investment advisor founded in August 2025 and based in Carlsbad, California. Owned by Ryan Gorski and Benjamin McCollum, Pacific Point Wealth Management offers personalized investment strategies and portfolio oversight through two main services: Asset Management and Comprehensive Portfolio Management. The Asset Management service focuses on building and regularly monitoring a customized portfolio of stocks, bonds, exchange-traded funds, mutual funds, options, and other public and private securities tailored to each client's goals and risk tolerance. The Comprehensive Portfolio Management service combines this ongoing investment management with financial planning and consulting to help clients address their broader financial goals. Pacific Point Wealth Management primarily serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a service-oriented approach with open communication, acting in the best interest of clients as legally required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee will not exceed 2.00%. Fees are negotiable depending on the scope of services and size of assets, and are billed monthly in advance.