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Todd Brundage

Todd Brundage

www.pacificcapitalworks.com


We take on clients who want an ongoing engagement with us, never static. We have the ability to manage assets in most locations or outside of our custodian. And, we provide a good structure to align our interest and put the client’s interest first.

We onboard clients through a 4 meeting process beginning with an Introductory Call followed by a Discovery Meeting where the prospective client receives a 1 page financial plan at the cost of $500. At that time the prospective client is offered the opportunity to become a client and continue the onboarding process.

We help global executives optimize finances by managing assets, planning and protecting their future and managing the expertise needed to execute this plan. We do this in 3 different services depending on client assets: Wealth Management ($1m min), Virtual Family Office ($5m min) and Investment Management ($500k min).

Tiller helps clients to have a working cash flow. Tiller helps ensure we have real time data when we needed to do planning or solve concerns.


brundage@pacificcapitalworks.com

(971) 255-0888

www.pacificcapitalworks.com


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