About Ashland Pacific
Ashland Pacific delivers a comprehensive suite of boutique solutions for any sized estate, business or personal financial situation. We focus on providing prudent solutions by integrating traditional asset classes with alternative investments and insurance solutions, with an eye towards tax efficiency.
Our comprehensive approach means we don’t view ourselves as simply advising regarding your finances, but rather Shepherding Your Wealth. A shepherd has a dual role - to both preserve and nurture – and Ashland Pacific has the heart of a shepherd for its clients and their wealth. Integrity is Ashland Pacific’s foundation; our mission is for prospects to sense it when they first meet with us and for our clients to regularly experience it firsthand.
Another Ashland Pacific distinction is its out-of-the-box solutions. We focus on providing solutions and solving problems, not selling products. For instance:
- We prefer to work closely with your team of advisors (CPAs, Attorneys, Bankers, etc.) in an effort to assure the benefits of a solution implemented will not trigger any unintended consequences.
- We regularly utilize our own network of peers in the investment and estate planning industry for recommendations and specific project engagements.
- We are able to operate on a fee-based schedule (through DFPG Investments, Inc., a registered investment advisor).