Because peace of mind is priceless.
At PacificView, we bring professional money management to every investor — so your wealth works as hard as you do.
Because peace of mind is priceless.
At PacificView, we bring professional money management to every investor — so your wealth works as hard as you do.
Your life.
We’ll handle the rest.
Our clients are busy shaping careers, raising families, and enjoying the things that truly matter. They aren't interested in watching markets or studying financial trends — that's where we come in.
We take care of the strategies, investing, and planning, so you can enjoy the results.
Your life. Your goals.
We’ll handle the rest.
Our clients are busy shaping careers, raising families, and enjoying the things that truly matter.
They aren't interested in watching markets or studying financial trends — that's where we come in.
We take care of the strategies, investing, and planning, so you can enjoy the results.
Our approach is comprehensive.
Balancing your investment portfolio is important, but it’s only one part of the equation. True wealth management is an ongoing process that weaves together tax planning, risk management, retirement income strategies, and more, all working in sync to support your long-term vision.
At PacificView, our comprehensive strategies take into account the many moving parts of your life, not just your investments. We’ve learned that by doing this, we are able to identify opportunities that are missed by most traditional brokerage firms. Most importantly, we start by taking time to understand you. Your priorities, your goals, and your definition of success. Then we build a unique strategy that’s designed to keep up with each stage of your life.
The best part? As things change, we’ll be right there to help you navigate what’s next. We communicate often, meet regularly, and are available whenever you need. Tax season, open enrollment, employer decisions, new child, new spouse — you name it.
Having a fiduciary partner year-round just makes sense.
We do more than financial planning.
We build partnerships that grow with you.
We view ourselves not only as advisors, but as a long-term partner in our client's financial journey.
As your family's goals evolve, we are proud to offer the depth of experience and resources needed to support you each step of the way.
Not just for your lifetime, but for generations.
The team behind your success.
PacificView Wealth Management was founded by Reese Roberts, Brandon Morenz, Robert Davies, and Stefan Gronvold. After more than a decade of working as a team at another firm, our four partners came to one simple conclusion: clients deserved better than the assembly-line solutions that most wealth management firms offered. We created PacificView so we could focus on what mattered most to us — bringing the very best in investments, technology tools, and overall experience, to our own clients.
Our firm is built around relationships, not quotas. Unlike larger firms who employ hundreds of staff, we intentionally remain boutique by design. Our strength lies in the caliber and cohesion of our team. Our advisors collaborate more often, are more responsive, and deliver a level of personalized service that larger institutions simply cannot match. Clients have direct access to their advisors, who know their story, understand their goals, and proactively anticipate their needs.
At PacificView, our sole focus is you — the client.
Our independence is our strength.
Rather than being bound to the investments or tools of any one bank, being independent gives us the freedom to partner with multiple firms at once — many of the most highly regarded in our industry. As a result, our clients gain access to an expansive menu of solutions that exceeds what most traditional firms are able to offer.
Barron’s rankings awarded in September 2024 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. NewEdge Capital Group is the award recipient. PacificView Wealth Management and NewEdge Capital Group, LLC are not affiliated entities. Learn More.
Independence means we answer only to our clients. Not a Wall Street institution.
We know a thing or two about investing.
Our team brings decades of experience immersed in the markets. We’ve guided clients through financial crises, recoveries, record-setting bull runs, and everything in between. That history matters, because it gives us the perspective to know what works, the discipline to avoid costly mistakes, and the confidence to chart a steady course for decades to come.
Our track record also means we’ve built relationships with some of the most respected financial institutions in the world. Those partnerships open the door to investment strategies that would otherwise be out of reach. They grant us access to state-of-the-art technology and insights at the leading edge. It’s access that transforms what’s possible for our clients.
We don’t just build portfolios — we design strategies that fit into your life, your goals, and your family’s future. Our decades of perspective allows us to simplify the complex and focus on areas that make a real impact.
When it comes to your hard earned money,
professional results matter.
Your success is our benchmark.
For us, success isn’t measured in charts or performance alone, it’s measured in the lives of our clients. The confidence to make decisions, the freedom to pursue what matters most, and the calm that comes from knowing your future is in the right hands.
Your peace of mind is our purpose. When our clients thrive, so do we.
Let's build the life you imagine.
Wealth isn’t about investments, it’s about creating the life you want. Whether that means more time with family, confidence in retirement, or simply the freedom to focus on what you love, we’re here to help you align your financial plan with your vision.
Our boutique approach means you’ll always work with real people who know your story, your goals, and the strategies to help you get there. When you work with us, you gain more than an advisor. You gain an experienced partner who’s invested in your success. We’re here to listen, guide, and walk beside you. We bring clarity to complex decisions, structure to your financial picture, and a steady hand no matter what the markets, or life, have in store.
