Trusted Investment Expertise
Sophisticated Financial solutions for entrepreneurs and wealthy families
Our Story
Created By Investors
For Investors
Pacific Point was founded by Jay Winship and Mike Licosati after exploring options to manage their own family wealth and quickly realizing the limitations of traditional wealth management models.
Our Founders have successfully invested billions of dollars for institutional investors, family offices, and wealthy clients who are keenly focused on investment performance, risk management, transparency, and access to unique proprietary investment ideas. Our performance-based model provides better alignment with our clients and contrasts with most wealth advisors who are primarily asset allocators.
At Pacific Point, we are committed to fundamentally redefining the wealth management business and the client experience. This means providing a fully integrated investment, tax and estate planning experience designed to help clients achieve the legacy they desire and focus on what matters most to them.
Up until now, these types of fully integrated, “white glove” services have been reserved only for family offices and large sophisticated investors.
Client Focused
Customized solutions built around you.
Performance Driven
Proprietary strategies for managing growth, income, risk and market volatility.
Cutting-Edge Research
Institutional quality research, market insights and analysis to keep you informed.
Explore Our Unique Capabilities
Meet The Founders
Jay Winship, CFA, CPA
Jay Winship, CFA, CPA
Michael Licosati
Michael Licosati
Jay Sitlani, CFA, CPA
Jay Sitlani, CFA, CPA
Jay Winship, CFA, CPA
FOUNDER & MANAGING PARTNER
Michael Licosati
CO-FOUNDER & MANAGING PARTNER
Jay Sitlani, CFA, CPA
CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
What Makes Us Different
- Think long-term and remain flexible
-
Fully Integrated CPA Firm focused on
Tax Strategy & Filing - Invest in assets, people, and markets that we intimately understand
- Always work with transparency and respect
- Identify opportunities with substantial appreciation potential and defined downside risk
- Leverage our core expertise, specialized knowledge, and key relationships
CORE VALUES
“Well done is better than well said.”
Client Focused
We act in our client’s best interests.
Clear, Concise & Accessible
With us, you’re in the driver’s seat.
Performance Driven
We set a high bar and work to exceed it every day.
Accountable
People trust us to deliver, and we never forget that.
Team Oriented
We work as a team, within the firm and with our clients
Innovative & Adaptive
As technology and digital capabilities advance, so will we.
