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 four 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.
“I’m not surprised that Jim was named a Five Star Wealth Manager,” said Hill. “Our clients are highly satisfied with our firm’s independence -- which allows us to evaluate and invest in optimal assets, our proactive approach to managing money, and our high level of personal service.”
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
Kuntz and his family live in the North County Coastal area of San Diego, Calif.
Financial Planning and Investment Advisory Services offered through Pacific Wealth Management, LLC, a Registered Investment Advisor in the State of California. Securities offered through Girard Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Girard Securities, Inc. and Pacific Wealth Management, LLC are not affiliated.