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    Charitable Giving

    Charitable Giving

    Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.

    With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

    We can help you decide if this is a good option for you.

     

    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



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    Family-owned and operated, Pacific Excel Wealth Advisors, Inc. is an independent wealth management firm, founded in 2011.

    Advisory services are offered through J.W. Cole Advisors, Inc. (JWCA).  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 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 and 0L77279.

    Pacific Excel Wealth Advisors, Inc. and Pacific Excel Insurance Services, Inc. are under common control.

    In addition to providing certain investment advisory services on behalf of J.W. Cole Advisors, Inc. (JWCA), as described in the Brochure, Pacific Excel Wealth Advisors, Inc. (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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