Offering Sound Wealth Management
Since 1998
Pacific Asset Management was founded in 1998 by Gary Lucy and Don Cox, who owned and operated Cox & Lucy, a tax and accounting business in Port Orchard.
Through the lens of their tax practice, they saw firsthand the problems of the mainstream financial services industry. They saw an industry that was focused on selling products, that was fraught with conflicts of interest, lacked transparency, and that did not operate with a fiduciary responsibility to put their clients’ needs first.
Because they recognized a need for advisor services that were free from these problems, they decided to create their own independent Registered Investment Advisor (RIA) firm.
Pacific Asset Management is an SEC Registered Investment Advisor (RIA) firm dedicated to serving with diligence and integrity. Over the years, we’ve guided many individuals and families towards their financial goals, and we’ve moved clients successfully through the dot.com meltdown in 2000-02, the financial crisis of 2008-09, and the pandemic of 2020.
