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Phone: 510.217.8125 / admin@pacificexcel.com / Visit Us! /

Retirement Planning Seminar

Family-owned and operated, Pacific Excel Wealth Advisors, Inc. is an Independent Wealth Management Firm, founded in 2011. We focus on providing pre-retirees and retirees with customized investment plans and comprehensive wealth management services.

Can your portfolio handle the
stress of retirement?

Get an understanding of the amount of risk, fees and potential loss exposure within your current portfolio.

Free Portfolio Risk Analysis



Riskalyze Client Video from Riskalyze on Vimeo.

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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Resources
Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.
» View our Library
Upcoming Events
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
» Calendar of Events

At Pacific Excel Wealth Advisors, helping you meet your financial needs is our FIRST priority.

Contact us at admin@pacificexcel.com or call us at (510) 217-8125 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Any concerns must be directed to J.W. Cole's Compliance Department at (813) 935-6776.

Investment advisory services are offered through J.W. Cole Advisors, Inc. (JWCA), a Securities and Exchange Commission Registered Investment Adviser. S.E.C. registration does not imply a certain level of skill or training. Pacific Excel Wealth Advisors, Inc. (PEWA) and JWCA are not affiliated entities. One or more individuals at PEWA are registered as Investment Adviser Representatives of JWCA with certain State securities divisions. PEWA Investment Adviser Representatives receive fee-based compensation in exchange for soliciting investment advisory services which are provided by JWCA on behalf of PEWA clients. Additional information regarding the specific investment advisory services which are offered by JWCA can be found in JWCA’s Form ADV Part 2A Brochure (the Brochure), which is available on JWCA’s website - jw-cole.com.

Insurance services and products are offered through Pacific Excel Insurance Services, Inc., an Independent Insurance Agency - California Licenses 0F91699, 0L60843 and 0L77279.

PEWA and PEIS are under common control.

In addition to providing certain investment advisory services on behalf of JWCA as described in the Brochure, PEWA and individuals who are associated with PEWA might offer to and/or provide to its clients certain other services and/or products which are outside of JWCA’s and/or its affiliates' supervision and/or control, including but not limited to insurance-related and estate and/or tax-planning services and/or products (Other Services). Website users are advised that Other Services are offered and/or provided exclusively by PEWA and that they are not endorsed, offered, provided, supervised and/or controlled by JWCA and/or its affiliates. Insurance services and products are offered by PEWA and they are not offered by JWCA. Guarantees are associated with insurance services and products which are backed by the financial strength and claims-paying ability of the issuing company and might be subject to restrictions, limitations and/or early withdrawal fees, which vary by the issuing company. They do not refer in any way to investment advisory services.

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