Palm Springs, CA Office

Pacific Point Wealth Management provides discretionary asset management and a Comprehensive Portfolio Management service that includes financial planning or consulting for individuals, trusts, estates and business clients. The firm reports managing about $6.41 million in discretionary assets across roughly 35 client relationships and constructs tailored portfolios using stocks, bonds, ETFs, mutual funds and other public and private securities.

The firm employs both fundamental and technical analysis and uses a mix of long‑term, short‑term and trading strategies as appropriate to client objectives. The brochure discloses the use of derivatives (options, including uncovered option strategies) and the use of margin/borrowing in managed accounts — capabilities that are specifically noted and are statistically less common among comparable team firms.

Pacific Point is a small, owner‑managed five‑advisor team whose personnel engage in multiple outside business activities such as insurance sales, rental property interests, and consulting via separate entities, all disclosed as independent engagements. The firm relies on Schwab Advisor Services for custody and operational support (and receives institutional services that benefit the firm) and discloses specific operational policies such as not accepting standing transfer authorizations (SLOAs) from clients located in Arizona.