.png)
Why Choose Us
Expertise in Areas that Matter to You Most
Work with us and benefit from 15+ years of experience and expertise assisting HNW individuals, physicians, business owners and businesses minimize taxes, file accurate and efficient tax returns and plan for the financial future they envision - and deserve
High Professional Standards
We strive for excellence in everything we do. We adhere to the highest professional standards set for our industry, and have an unwavering commitment to quality, integrity, transparency and care.
Unmatched Professional Service
Fully Transparent Fees
Year-round Professional Insight and Guidance is a Phone Call Away
We value the trust our clients place in us and providing each client with the world-class professional service they expect and deserve. Benefit from the personalized service, responsiveness and unhurried attention found at boutique firms - without the elevated fees.
We value and respect fully transparent fee structures, and know our clients do, too. At Cobalt PacWest Advisors, we offer fully transparent fee structures, will all fee arrangements agreed upon in advance. Clients are free to chose between fixed fee or hourly fee arrangements. No fee surprises - just the expertise you need and the service you deserve from a partner you can trust.
Unlike many firms in our industry, we encourage our clients to give us a call throughout the year when they have a question, are making key financial decisions and would value professional insight, our opinion and / or analysis, or important information to share. It is important to us that our clients understand their options, and the tax impact of each before they finalize decisions that will have a material impact on their lives.