TAKE ME TO UBS
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
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.
Invite us to speak at your Forum (contact info below)! Here are some potential topics:
Aligning Business Growth and Personal Goals
Avoiding Common Pitfalls of Liquidity Events
Backwards Math: What's My Exit Number?
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.