ABOUT THE GROUP
The Pacific Wealth Group’s sole focus is helping entrepreneurs to successfully organize, plan, and integrate the growth of their professional and personal wealth. Backed by the exceptional resources of UBS, the world’s leading international wealth management firm, we offer expertise, insight, and a balance of innovative, yet pragmatic solutions for addressing the full cycle of an entrepreneur’s private business needs.
EO MEMBER TESTIMONIAL
financial advisor, Sean Gabrio has been a great partner and was a natural fit
given so many of his clients are entrepreneurs. More than simply
delivering great results, he helped me get my complete financial picture in
order, well beyond the assets he manages for me. He took the time to really
understand me, my goals, my spending habits (without judgment I may add) and
has crafted a plan that serves me well now and into the future. As an added
bonus, he and his team also deliver the best service you could ask for, always
at the ready to help.”
--- EO Member Jill Nelson of Ruby Receptionists.
“Sean and Ben have been great to work with! They clearly understand the needs of business owners, and the unique financial paths ahead of us. Sean and his team took the time to develop a financial roadmap for both our business and personal lives. Sean and his analysts detailed our next ten years of finances, the milestones we need to hit, as well as the levels that we control. We are now able to visualize, plan and efficiently work towards our long-term financial goals. After having talked with several wealth planners over the years, Sean and his team have been the only group I've found which clearly understands the role our business plays in the financial planning process.”
--- EO Member Ben Herman of Mad Fish Digital
EO MEMBER BENEFIT
We would like to offer you a complimentary Financial Plan. This is the first step of our process and provides a baseline for identifying and managing financial risks.
- POTENTIAL FORUM TOPICS
- Aligning Business Growth and Personal Goals
- Avoiding Common Pitfalls of Liquidity Events
- Backwards Math: What's My Exit Number?
- Business Valuation
- Capital Needs Assessment
- Cash Management and Working Capital
- Comprehensive Wealth Planning for Business Owners
- Succession Planning & Documents
Conference Room Availability
Forum Meeting: Yes
Accelerator Meeting: Yes
EO Member staff/Team Mtg: Yes
# of Seats Available: Various sizes. Up to 70.
Address: 805 SW Broadway, Suite 2040, Portland, OR 97205
Parking tips: Fox Tower Parking garage closest. South Park Garage (914 SW Taylor St) is block away and more cost effective.
Preferred contact method: Email firstname.lastname@example.org.
MEET Ben and Sean
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