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    How We Work

    Family-owned company founded in 2011, Pacific Excel Wealth Advisors, Inc. is an independent wealth management firm.  We focus on providing pre-retirees and retirees 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

    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

    Investment advisory services offered through Global Financial Private Capital, LLC, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. Pacific Excel Wealth Advisors and GFPC are not affiliated entities. One or more individuals at Pacific Excel Wealth Advisors are registered as investment adviser representatives of GFPC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Pacific Excel Wealth Advisors clients. Additional information regarding the specific investment advisory services and products offered by GFPC can be found within GFPC's Form ADV Part 2A Brochure (“the Brochure”) available on GFPC's website http://gf-pc.com.

    In addition to providing certain investment advisory services on behalf of GFPC as described in the Brochure, individuals associated with Pacific Excel Wealth Advisors and the Pacific Excel Wealth Advisors itself may provide or offer to its clients certain other products or services outside GFPC's or its affiliates' supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Pacific Excel Wealth Advisors and are not endorsed, provided, offered or supervised by GFPC or its affiliates. Insurance products and services are offered through, Pacific Excel Wealth Advisors and are not offered by GFPC. Guarantees are associated with insurance products and are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products.

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