The Pacific Wealth Group – UBS Financial Services Inc.
Contact Information
-
Address
Financial planner · · 805 SW Broadway Suite 2600, Portland, OR, 97205 -
Phone
(503) 603-1224 -
Website
advisors.ubs.com
Location
About The Pacific Wealth Group – UBS Financial Services Inc.
The Pacific Wealth Group - UBS Financial Services Inc. is a financial planner in Portland, Oregon. The firm provides wealth management services tailored to entrepreneurs, business owners, CEOs, and their families. Their expertise includes managing liquid assets, supporting business capital expansion, and navigating business exits while minimizing tax consequences and concentration risk.
The firm offers a comprehensive approach to wealth management, including guidance on transferring wealth to future generations through trusts and estates. Their services extend to philanthropic planning and helping clients manage complex portfolios. The team focuses on developing long-term relationships through personalized advice and first-class solutions. Having been founded in 2010 as the Celilo Wealth Management Group, the practice has grown into a team recognized by peers and clients for excellence and commitment.
Located on Southwest Broadway, the office is situated near the Pioneer Courthouse and is a short walk from the TriMet Customer Service Center.
The firm is known for its extensive wealth management experience and its commitment to providing quality, customized strategies. The team brings a deep understanding of the unique financial challenges faced by successful innovators and industry leaders, utilizing a vast network of experts to support their clients' long-term goals.
The Pacific Wealth Group - UBS Financial Services Inc. provides sophisticated wealth management and strategic financial planning for the Portland community.
Services:
- Business Owner Wealth Management
- Exit Strategy Planning
- Family Legacy Planning
- Philanthropic Guidance
- Private Wealth Management
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