Skip to main content
menu
(925) 464-7445
support@pacificexcel.com
  • Home
  • Who We Are
    • Our Story
    • Who We Help
    • Life Milestones
    • Your Journey
    • Our Process
    • Our Team
  • What We Do
    • Financial Planning
    • Investment Management
    • Insurance Services
    • 401(k) Solutions
  • Client Login
  • Contact
    • Events
    • Resources

Resources

Organization Tips to Help Take Time off Taxes

Nathan Sadowski | Mar 6, 2023
Categories
Tax Planning

Financial FAQs

Nathan Sadowski | Feb 6, 2023
Categories
Finance
Retirement

Creating an Investment Philosophy

Nathan Sadowski | Jan 6, 2023
Categories
Investments

Debt and Retirement: Can You Handle Both?

Nathan Sadowski | Dec 6, 2022
Categories
Retirement

Retiring Abroad

Nathan Sadowski | Nov 6, 2022
Categories
Retirement
Lifestyle

Is it Always Better to Purchase a Home?

Nathan Sadowski | Oct 6, 2022
Categories
Real Estate
Property

Is Confirmation Bias Affecting Your Investment Strategy?

Nathan Sadowski | Sep 6, 2022
Categories
Investments

Working with an Investment Professional

Nathan Sadowski | Aug 6, 2022
Categories
Investments

Understanding Your True Risk Tolerance

Nathan Sadowski | Jul 6, 2022
Categories
Investments

Repaying Student Loan Debt - 4 Tips to Get Started

Nathan Sadowski | Jun 6, 2022
Categories
College

How Do I Know if a Financial Professional is the Right Fit?

Nathan Sadowski | May 6, 2022
Categories
Finance

Sending Your Kids to College: What Should You Really Expect?

Nathan Sadowski | Apr 6, 2022
Categories
College

Charitable Giving: Doing Your Due Diligence

Nathan Sadowski | Mar 6, 2022
Categories
Finance
Tax Planning

Why Financial Professionals Are Still Important

Nathan Sadowski | Feb 6, 2022
Categories
Robo Advisors
Finance

Financial Resolutions: 7 Tips to Keep You Accountable

Nathan Sadowski | Jan 6, 2022
Categories
Finance
Savings

Social Security Facts for 2022

Nathan Sadowski | Dec 6, 2021
Categories
Retirement

Divorce and Retirement: Here’s What You Need to Know

Nathan Sadowski | Nov 6, 2021
Categories
Retirement
Savings

Retirement as a Single Woman

Nathan Sadowski | Oct 6, 2021
Categories
Retirement

Pre-Retirement Preparedness: Planning for Your Career Exit

Nathan Sadowski | Sep 6, 2021
Categories
Retirement

Money Management 101: Tips for Your Kids Entering the Workforce

Nathan Sadowski | Aug 6, 2021
Categories
Savings

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Nathan Sadowski | Jul 8, 2021
Categories
Finance

Passive Income Investments: How to Make Your Money Work for You

Nathan Sadowski | Jul 8, 2021
Categories
Investments
Savings

Making the Most of Your Tax Return

Nathan Sadowski | Jul 8, 2021
Categories
Tax Planning

The Basics of Keeping a Balanced Investment Portfolio

Nathan Sadowski | Jul 6, 2021
Categories
Investments

Living the Dream: How to Plan for Your Ideal Retirement

Nathan Sadowski | Jun 6, 2021
Categories
Retirement

Retirement Calculator: Are You On Track to Reach Your Goals?

Nathan Sadowski | May 6, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nathan Sadowski | Apr 6, 2021

How do I know if my Financial Advisor is the Right Fit?

Nathan Sadowski | Mar 16, 2020
Categories
Finance

How to Avoid Emotional Investment Choices

Nathan Sadowski | Mar 16, 2020
Categories
Investments

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Nathan Sadowski | Mar 16, 2020
Categories
Finance

What are the benefits of Diversifying my Investments?

Nathan Sadowski | Mar 16, 2020
Categories
Investments

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Nathan Sadowski | Mar 16, 2020
Categories
Investments

What are Employee Stock Options, and why should I care?

Nathan Sadowski | Mar 16, 2020
Categories
Finance

Office

925 Ygnacio Valley Road
Suite 200
Walnut Creek, CA 94596

Contact

(925) 464-7445
support@pacificexcel.com

Get in Touch

Our Second Opinion Service

Learn more

Pacific Excel Wealth Advisors, Inc. (PEWA) is a Walnut Creek based wealth management firm, founded in 2011.  Advisory services are offered through J.W. Cole Advisors, Inc. (JWCA).  (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.

JWC Financial Disclosures - JWC Advisor Disclosures

© 2023 Pacific Excel Wealth Advisors All rights reserved.