Pacific Point Wealth Management

Ryan Gorski is a financial advisor at Pacific Point Wealth Management with seven years of industry experience. He holds a Series 66 certification and has previously worked at firms including X Advisors, LLC, Independent Financial Group, Inc., Edward Jones, and Morgan Stanley. Gorski also provides consulting services on valuation and M&A deals as well as business optimization for financial firms. Pacific Point Wealth Management is an owner-managed team of five advisors that offers discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business clients. The firm uses both fundamental and technical analysis and employs a range of strategies tailored to client objectives, managing approximately $6.41 million in assets across around 35 client relationships.

Ben Mccollum is a financial advisor at Pacific Point Wealth Management with eight years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Group, LLC, X Advisors, LLC, and Xton Financial, LLC. Outside of his advisory role, he conducts consulting on valuation and M&A deals, as well as business optimization, through independent contractor positions. Pacific Point Wealth Management is a five-advisor team offering discretionary asset management and comprehensive portfolio management services to individuals, trusts, estates, and business clients. The firm manages tailored portfolios using a combination of fundamental and technical analysis, employing long-term, short-term, and trading strategies, and discloses use of derivatives and margin in its managed accounts.

Matthew Marchand is a financial advisor with Pacific Point Wealth Management in Carlsbad, CA, holding a Series 65 credential and one year of industry experience. His prior work includes roles at X Advisors, Martian Property Group, and various positions outside financial services, such as at Wailea Golf Club and Julian Beer Co. Pacific Point Wealth Management is a five-advisor team providing discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business clients. The firm uses a combination of fundamental and technical analysis and employs diverse investment strategies, including options and margin, to construct tailored portfolios.

James Curran is a financial advisor with Pacific Point Wealth Management in Carlsbad, CA, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo, and X Advisors. Pacific Point Wealth Management is a five-advisor team providing discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and businesses. The firm uses fundamental and technical analysis and implements a range of strategies, including long-term, short-term, and trading approaches, while utilizing stocks, bonds, ETFs, mutual funds, and other securities.

John Lacey is a CFP® and Series 63 credentialed advisor with 40 years of industry experience. He is currently with Pacific Point Wealth Management, a five-advisor team based in Palm Springs, CA. His prior positions include roles at Edward Jones, John Hancock, SagePoint Financial, and OSAIC. Outside of advisory work, he is a rental property owner. Pacific Point Wealth Management provides discretionary asset management and comprehensive portfolio management services for individuals, trusts, estates, and business clients. The firm manages portfolios using a combination of fundamental and technical analysis alongside long-term, short-term, and trading strategies tailored to client objectives.