Overview

Pacific Edge Advisors works with a select number of individuals and families, offering comprehensive investment and wealth management services. Our typical family relationship has investable assets over $20mm. Our investment philosophy is to enhance returns through asset allocation and alternatives, simultaneously lowering costs and maximizing after-tax returns. We believe that everyone succeeds with a strong team in place. We enjoy and often encourage collaborative discussions with clients' advisors on matters ranging from estate planning, tax, insurance, real estate, business planning and beyond.