Our Services

Expertise

At Canyon Pacific, we understand that managing your wealth is about far more than managing your investment portfolio. We believe true wealth management requires a deep knowledge of all aspects of your life, with the expertise to help provide financial guidance for investing, tax strategies, and estate planning.
 
We take a holistic view of your financial life and apply our knowledge and insights in three vital areas of the planning process.

Financial Planning & Wealth Management

We develop your financial plan by focusing on what matters most to you – growing your wealth and income potential while seeking to preserve your principal.

Financial Planning & Wealth Management

We develop your financial plan by focusing on what matters most to you – growing your wealth and income potential while seeking to preserve your principal.

Real Estate Transactions

As a licensed real estate practice with over twenty years of experience helping clients buy and sell properties, we help you successfully complete any real estate transactions.

Real Estate Transactions

As a licensed real estate practice with over twenty years of experience helping clients buy and sell properties, we help you successfully complete any real estate transactions.

1031 Exchange Guidance

We believe one of today’s greatest wealth-building tools is the 1031 exchange used by investment property owners. We counsel and guide you on ownership and investment options in private real estate. 

Visit our sister site, www.1031exchangesite.com for more information about the 1031 Exchange process.

1031 Exchange Guidance

We believe one of today’s greatest wealth-building tools is the 1031 exchange used by investment property owners. We counsel and guide you on ownership and investment options in private real estate. 

Visit our sister site, www.1031exchangesite.com for more information about the 1031 Exchange process.

Principles We Live By

Genuine Relationships

Earned
Trust

Consistency

Every Client
is Unique

Principles We Live By

Genuine Relationships

Earned
Trust

Consistency

Every Client is Unique

Ready to find out how we Can help you?

Let's Talk

Address:

1425 Leimert Blvd, Suite 301
Oakland, CA 94602

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updates directly in your inbox!

Address:

1425 Leimert Blvd, Suite 301
Oakland, CA 94602

Subscribe to receive our latest
updates directly in your inbox!

Address:

1425 Leimert Blvd, Suite 301
Oakland, CA 94602

Subscribe to receive our latest
updates directly in your inbox!