Strategic Partnerships & Private Wealth


The Pacific Financial Group has developed strong relationships with some of the most respected and sought-after firms in the investment management business. These partnerships enable us to create fresh, innovative, and high-quality growth opportunities for advisors and their clients, and build alignment for shared success. Each have impressive credentials and contribute significantly to the growth and success of TPFG.

Private wealth management is delivered to high-net-worth investors that need sophisticated financial solutions, and a greater level of service and sales support than a typical investor.

Our strategic partnerships include:

Capital Group | American Funds

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, their goal has remained the same: to improve people’s lives through successful investing.

Two American Funds® strategies are part of the TPFG Strategy PLUS investment platform. Through our Self-Directed Account Management Program, American Funds Models are now available in an additional 100,000 401(k), 403(b), and 457 workplace retirement accounts nationwide.

VISIT THE CAPITAL GROUP OPPORTUNITY CENTER

Capital Group | American Funds

Fidelity® is a privately-owned investment management company that was established in 1 946 as a mutual fund company. Fidelity® manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors. Fidelity Institutional Asset Management® stands as a long-time leader in managing equity and fixed income portfolios, FIAM® relies on proprietary research, disciplined portfolio management, and a sophisticated trading process to deliver superior long term results.

Fidelity Institutional provides innovative technology and deep expertise to firms, while Fidelity Institutional Asset Management serves consultants and institutional investors. Based in Boston, Massachusetts, Fidelity® is one of the largest investment management firms in the United States, with over 26 million customers, $7.8 trillion in total customer assets.

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Capital Group | American Funds

Serve & Protect is a TPFG specialization focused on comprehensive financial planning for first responders and their families. Led by former first responders Brian and Wendy McGinnis, our Serve & Protect team takes great pride in helping police officers, firefighters, and EMTs protect and preserve their wealth. State Retirement systems can be complicated with a myriad of rules and options. Our team are retirement system experts who can customize both long-term and short-term financial plans geared specifically to each individual risk tolerance and investment goals.

Learn more about the Serve & Protect team:

FINANCIAL PLANNING MAGAZINE

YOUR OBSERVER

Capital Group | American Funds


Serving High Net Worth Individuals and Families

In today’s complex world of interdependent markets, global interests, and changing tax requirements, it can be difficult to have confidence and peace of mind when it comes to your financial life. TPFG Private Wealth Services understands this and the unique challenges faced while managing wealth and planning for the future.

We have a dedicated and experienced team of professionals who provide financial planning to high net-worth individuals and their families. Our firm offers the judgement, experience, and capability required to help high net worth investors meet their goals now and for future generations.

Investment Planning

It’s important to have an investment strategy that will keep an even keel while also remaining flexible enough to capitalize on new opportunities when they arise. As a financial planner, we evaluate both qualitative and quantitative information to understand every individual financial situation. We assess the investors current situation in terms of assets, investments, liabilities, risk, insurance coverage, tax status, employee benefits, and cash flow. Together, we’ll help identify personal and financial goals, discuss time horizon and capacity for risk, and prioritize realistic, challenging, and obtainable goals.

Portfolio Monitoring and Recommendations

Ongoing financial advice and goal tracking requires dedicated client engagement and interaction. A critical step in the process is to review investment progress and update financial plans on a periodic basis. Effectively monitoring an investment portfolio requires independent performance reconciliation and customized reporting to ensure compliance and investment policy targets.

With personalized client relationships based on trust and integrity, our goal is to provide sound financial planning advice, unique investment opportunities, superior returns, and most of all, peace of mind.

We can help. Contact Chad Brand, Managing Director of Strategic Partnerships & Private Wealth at chad.brand@tpfg.com.