Carmel Valley resident James Kuntz named one of San Diego’s top wealth advisors

Carmel Valley resident James Kuntz, CIMA®, managing director of Pacific Wealth Management®, an independent boutique wealth management firm that provides investment management services to preserve and grow wealth, has been named a 2011 Five Star Wealth Manager by San Diego Magazine.

James Kuntz

The recognition was given by San Diego consumers and financial services professionals to wealth managers who scored highest in overall satisfaction based on criteria including service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, and more. Fewer than 4 percent of San Diego’s wealth managers received the recognition.

Kuntz and partner Mark Hill, CFP®, CDFA, formed Pacific Wealth Management in 1998 to help high-net worth individuals, families, corporations and foundations preserve and grow wealth. The firm utilizes Proactive Asset Management, a proprietary asset management system in which risks are continuously evaluated and assets are actively managed to achieve optimum results. This model has benefitted clients even during the last decade’s most tumultuous market situations.

Kuntz and Hill founded Pacific Wealth Management after long and successful careers with large wire house firms. The opened their own company after determining that client assets would perform better if managers could invest in a wider variety of asset classes, and if they had access to a limitless supply of unbiased research — two features unavailable at a typical large firm. www.pacwealth.com

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Short URL: http://www.delmartimes.net/?p=22650

Posted by admin on Mar 24, 2011. Filed under Carmel Valley. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

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