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    How We Work

    Family owned company founded in 2011, Pacific Excel Wealth Advisors, Inc. is an independent wealth management firm providing investment advisory services and financial planning on a fee-basis.  We focus on providing affluent families, corporate executives and entrepreneurs with customized investment plans and comprehensive wealth management services.

    Our Vision is to empower our clients to take control of their financial future.  

    Our mission is to help people feel more confident about their retirement based on a full fiduciary disclosure and transparency.

    Our Values

    Your Goals | Our Approach
    Your Family | Our Team
    Your Future | Our Services

    Our Meeting Process and Commitment to you

    1. Discovery Meeting: Establish client-advisor relationship, assess your goals, objectives and future needs
    2. Investment Planning Meeting: We provide analysis of your current situation, our recommendations for moving forward and details on our investing approach
    3. Mutual Commitment Meeting: After having time to review our recommendations to your plan we commit to work together if appropriate
    4. Follow up Meeting: Review implementing of agreed upon plan, organize and discuss any paperwork received from your transition to our firm
    5. Regular Progress Meetings: We provide an ongoing meeting process, we review and monitor your investments and discuss any changes in your personal or professional life that if appropriate will make changes to your investment plan

    Client Service

     

    To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at admin@pacificexcel.com or call us at (510) 217-8125 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investments products.

    Contact Us Today!

    Phone: (510) 217-8125

    Fax: (510) 227-5931

    admin@pacificexcel.com

    2413 Webb Ave. Suite B
    Alameda, CA 94501-2922



    Who We Are / Our Focus
    Nathan Sadowski
    We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.
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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Investment Advisory Services offered through Global Financial Private Capital, LLC. SEC Registered Investment Adviser.

    Insurance Services offered through Pacific Excel Insurance Services, an Independent Insurance Agency, CA License # 0F91699

    Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.