Deeper relationships. Greater access.
The Pacific Wealth Group
844-231-8840
UBS Financial Services Inc.
805 SW Broadway
Suite 2600
Portland, OR 97205
The Pacific Wealth Group have been recognized as industry leaders
- Jim Mead Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
- Jeff Weiler Forbes Best-In-State Wealth Advisors, 2020, 2021
- Scot Berrryman Forbes Best-In-State Wealth Advisors, 2020, 2021
- Sean Gabrio Forbes Best-In-State Wealth Advisors, 2020, 2021
The Pacific Wealth Group
Sean Gabrio | Jeff Weiler | Jim Mead | Scot Berryman | Jay Williams |
We are a team of wealth managers with the experience, insight and skill to deliver the financial advice our clients are looking for. But beyond these capabilities, we offer something even more valuable—a personal investment in relationships that can be hard to find today in a world where productivity often comes before people.
Our level of caring and understanding has earned our clients’ lifelong trust. It has created strong bonds across generations of families. And, when combined with the global platforms of UBS Private Wealth Management, a relationship with our team provides you access to resources that are dedicated to helping you manage your financial world—from maximizing the value of your business to maintaining your retirement lifestyle to creating a lasting legacy for those you love.
We’re committed to helping you:
- Simplify your financial life
- Sustain your lifestyle through a comprehensive financial plan
- Build a legacy for those you love
Portfolio management
Seeking new opportunities to grow your wealth
As senior managers within the UBS Portfolio Management Program, our disciplined process ensures we develop customized strategies based on rigorous due diligence and research analysis.
Retirement income strategies
Seeking new opportunities to grow your wealth
With a full suite of financial planning tools to help you evaluate your potential retirement cash flow, income sources and your investment choices more clearly, we will help you plan to retire from work with the confidence to embrace this next stage of your life.
Multigenerational planning
Aligning your family, your estate and the causes you care about
Estate planning takes into account a range of potentially complex tax issues, gifting guidelines, business succession strategies and trust and philanthropic vehicles.
A family office structure
Delivering a flexible platform for each generation
Because families with significant wealth demand a flexible, customizable platform, we seamlessly integrate comprehensive wealth management with institutional-level business solutions for family offices.
Women and wealth
Empowering women about finances
We can help you navigate the financial and legal hurdles you may face professionally when starting a business or new career, or personally during a separation, divorce or widowhood.
Sustainable investing
Making an impacting through your investment strategy
At The Pacific Wealth Group, we see that our clients increasingly want to use their wealth to drive positive change in society. Investing sustainably is a powerful and effective way to achieve this without having to compromise your financial return.
Our perspectives
Insights