Guiding Global Executives

to Capture their Vision

Helping global executives maximize the value of their opportunities

Why work with us?

  • Peace of Mind
  • Save time
  • Get more out of life
  • Get strategic and organized with your financial Life
  • Avoid emotions, stress and mistakes
  • Personalized service customized to you
  • Delegate execution and collaboration of your plan
  • Work with a team that has your interests in mind
Learn more
↑
about us

Based on the city of San Diego we are able to provide our services not only in the city but all around the globe.
We distinct our selfs from other companies for our strong believe in serving our customers the best way possible.

Our Team

Todd Brundage
Founder & President
No items found.
No items found.
No items found.
No items found.
No items found.

Our Services

Text Link
This is some text inside of a div block.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
Text Link
This is some text inside of a div block.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
Text Link
This is some text inside of a div block.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Learn more
view all services
‍

Nike Executive

Jen has been absorbed for years with the intensity and time required in her profession and in her family life and hasn’t adequately addressed the growth and complexity of her wealth.  The time and effort are not available that she would need to maximize her wealth and plan for the future, nor is it an activity she enjoys.

Learn more
↑

Transitioning Executive

Jessica had spent almost 20 years working for a leading company as a brand executive.  She had hit what felt like the “glass ceiling” and was offered a Chief Marketing Officer (CMO) position from the CEO of a younger and growing company.  

Learn more
↑

Global Executive

Emily has been traveling the world throughout his career chasing the next opportunity. He has finally settled as the CEO of a software company. He would like to settle in the US and make it his home even though he plans to travel extensively.

Learn more
↑

Public Company Executive

Larry is the CEO of a small publicly traded medical device company. Two issues Larry’s company is facing is a falling stock price and no awareness from investors about the opportunity in front of Larry’s company.

Learn more
↑

AS FEATURED IN

Giving Across Borders

Options for Tax Effective Gift Giving

This webinar covers the top 10 things retirees should consider when planning retirement. We will explore some of the costs that pre-retirees and retirees may not have planned for as well as some of the common pitfalls to avoid.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Latest Posts
Uncategorized
A Wall Around Your Wealth: The Importance of Asset Protection
Read more
↑
Investment Articles
Do Downturns Lead to Down Years?
Read more
↑
General Articles
Feeling Philanthropic? A Charitable Planning Primer
Read more
↑

Latest News

Read more
Read more
Read more

Leadership that Empowers You

Learn more
↑
For in-person meetings:
1155 SW Morrison St. Portland, OR 97205
‍
525 3rd St, Lake Oswego, OR 97034
info@pacificcapitalworks.com
(971) 255-0888
LinkedIn
About
Knowledge Center
Services
Team
Faq
Work with Us
Pacific Capital Works, Inc. is registered as an investment adviser in Oregon and Texas. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Pacific Capital Works, Inc. is not engaged in the practice of law or accounting.All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions, may materially alter the performance of your portfolio. Past performance is not a guarantee of future success. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client's portfolio. Third-party recognition from rating services or publications does not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. © 2022, All rights reserved.