• Form View Counter
    Request a complimentary no-obligation consultation with Nathan Sadowski today!
    Call Us Call Us
    Phone: 510.217.8125 / admin@pacificexcel.com / Visit Us! /
    Why spend another moment wondering about your financial future?
    Let us help you take control today!
    Home » Why Choose Us

    Why should you choose Pacific Excel Wealth Advisors?


    Family-owned and operated: Our firm's values reflect those of a closely held family organization that acts in the best interest of our clients and employees.  

    Wealth Managers and Advisory Team: We work with you to understand your situation, develop and implement a financial plan.  Guide your portfolio along the way and recommend changes as needed.   

    Understand exactly what you pay for: We charge a fee based on a percentage of total assets managed, which align our interests with yours, when you do well, we do well. While our clients do pay transaction charges directly to a custodian or broker-dealer for trades, Pacific Excel Wealth Advisors doesn't earn commissions on these transactions.  This tiered fee structure is simple, transparent and easy to understand.
  

    Core Investment Management: Delivering a personalized investment management plan, this service is reserved for portfolio's that are $200,000 and above, you're provided the following:

    • A investment plan tailored for you and your family
    • Portfolio diversification to help manage calculated risk and grow your assets
    • Access to professionally managed portfolios designed for today's volatile markets
    • Exposure to a wide range of asset classes
    • Access to Advisors, Investment Committee and support
    • Monthly statements from your Custodian
    • Quarterly portfolio reports and annual reviews
    • Ongoing advice, investment management monitoring and portfolio rebalancing


    Wealth Management: Delivering a personalized, high touch service through wealth management, this service is reserved for portfolio's that are $500,000 and above, you're provided the following:

    • A comprehensive wealth management plan tailored for you and your family
    • Portfolio diversification to help manage calculated risk and grow your assets
    • Access to professionally managed portfolios designed for today's volatile markets
    • Exposure to a wide range of asset classes
    • Priority access to Advisors, Investment Committee and support
    • Monthly statements from your Custodian
    • Quarterly portfolio reports and semi-annual reviews
    • Ongoing advice, investment management monitoring and portfolio rebalancing
    • Quarterly client educational events to stay informed on topics that could effect your portfolio
    • Coordination with your outside advisors, such as attorneys and accountants
    • Financial Planning


    Private Client: Delivering a highly personalized, high touch service tailored through private client wealth management, this service is reserved for portfolio's that are $1,000,000 and above, you're provided the following:

    • A comprehensive wealth management plan tailored for you and your family
    • Portfolio diversification to help manage calculated risk and grow your assets
    • Access to professionally managed portfolios designed for today's volatile markets
    • Exposure to a wide range of asset classes
    • Priority access to Advisors, Investment Committee and support
    • Monthly statements from your Custodian
    • Quarterly portfolio reports and quarterly reviews
    • Ongoing advice, investment management monitoring and portfolio rebalancing
    • Quarterly client educational events to stay informed on topics that could effect your portfolio
    • Coordination with your outside advisors, such as attorneys and accountants
    • Financial Planning

    Advisor and Investment Management Fee schedule available upon request


    Know where your money is held: Our client's assets are held at independent custodians, such as AssetMark Trust and Fidelity Institutional. Our custodians have strong balance sheets, and their primary business is servicing client assets rather than trading for their own accounts. Clients have real-time online access to accounts and transactions.


    Separation of advisory, custody and investment management functions: This separation improves transparency and accountability, limits the potential for conflicts of interest, and provides for multiple independent reviews and oversight of accounts.


    __________________________________________________________________________________

    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.
    » Learn More About Us
    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

    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.

    Read more.