Services /

Wealth Management

What we do:

We create highly customized wealth management strategies that help our clients maintain multi-generational wealth by allocating assets in consideration of risk, return, and liquidity. As fiduciaries, we are committed to serving your best interest and will do everything we can to help you reap the rewards of your hard work.

Experienced Team:

Our advisory team is headed up by former executives at Merrill Lynch with a 20-year track record of success in portfolio management.

Assets Under Management

$500M across 150 families

Investment Strategy:

Allocation of assets across global markets, real estate, business investing & private lending.

Fees:

0.5% -1% of managed portfolio

I take a multidisciplinary approach to addressing the sophisticated financial needs of our clients. I especially like to develop strategies for net worth preservation and growth, asset protection, and estate transfer for our high net-worth clients.

Simon Holford

CEO, Managing Partner, Pasadena Private Wealth

Ready to learn more?

Get in touch to see if Pasadena Private Financial Group is the right fit for you, your family, your business, and your financial goals.

Want to learn more about our comprehensive suite of services?

Get in touch to see if Pasadena Private Financial Group is the right fit for you, your family, your business, and your financial goals.

Pasadena Private Financial Group

2 N. Lake Ave., Ste 510
Pasadena, CA 91101
(626) 993-9300
hello@Pasadena-Private.com

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