Pacific Southwest FinancialPrivate Wealth Platform

Our Private Wealth Group (PWG) on staff and through our Capitas Financial affiliation brings a unique team of subject matter expertise. Their vast experience in helping ultra-high net-worth individuals achieve their dynastic, philanthropic, business, and wealth transfer objectives serves as a powerful planning force to assist financial advisors.

Overview of Services

  • Case management
  • Case design
  • Policy reviews
  • Illustrations
  • Marketing support
  • Spreadsheet analysis
  • Underwriting expertise
  • Access to industry leaders and experts

  • Whole life
  • Universal life
  • Variable universal life
  • Term life
  • Annuities
  • Long-term care
  • Hybrid Long-Term Care
  • Disability
  • Life Settlements
  • Private Placement

  • BOLI
  • COLI
  • Executive Benefits
  • Captive & Reinsurance Companies
  • Foreign National Markets & Language Support
  • Sports & Entertainment
  • Premium Finance

Meet Our Team

Damien Glennon

Damien Glennon, MSF, MSFP, ChFC®, CLU®

Damien is a member of our Advanced Planning Group.

Damien holds a M.S. degree in Finance as well as a M.S. in Financial Planning from the McCallum Graduate School of Business and a B.A. in Finance from Bentley College. Damien is a Chartered Financial Consultant® as well as Chartered Life Underwriter®, and is currently pursuing his CFP® designation. Damien resides with his wife Megan in North Andover, Massachusetts.

Gary Lee

Gary R. Lee, JD, LLM, CPA

Gary is a member of our Advanced Planning Group.

Gary earned a Bachelor of Arts from the University of Connecticut and then went on to earn a J.D. from McGeorge School of Law and an L.L.M. in taxation from Boston University School of Law. He has practiced in the insurance industry for over thirty-five years. In addition to being a lawyer, Gary is a Certified Public Accountant (CPA). He is a member of the California Bar Association, the Massachusetts Bar Association, and the American Institute of Certified Public Accountants.

Gary was National Director of Insurance Consulting Services with Deloitte & Touche for over a dozen years before becoming a full time producer. He is a published author and has spoken at numerous tax and insurance forums including the New York University Institute of Taxation and the University of Miami Heckerling Forum on Estate Planning. Massachusetts Insurance License # 1872254.

Paul Stevenson

Paul B. Stevenson, JD, LLM, CLU, ChFC , CVA

Paul is a member of our Advanced Planning Group.

Paul received an undergraduate degree (BA-Psychology) from the University of Minnesota in 1967, an law (JD) degree from William Mitchell College of Law in 1974, a Master of Law degree (LLM) in Taxation from New York University in 1980, a Master of Science in Financial Services degree (MSFS) from the American College in 1980, a Master of Science degree in Finance (Financial Analysis concentration) from the College for Financial Planning (CFFP) in 2009 and a Master of Science degree in Finance (Investment Management Concentration) from Golden Gate University (GGU) in 2012.

In 2008, Paul was awarded the professional designation of Certified Valuation Analyst (CVA®). This designation, which is awarded by the National Association of Certified Valuators and Analysts (NACVA), recognizes the recipient’s professional knowledge and expertise in the business valuation discipline.

He holds the professional designations of Chartered Life underwriter (CLU) and a Chartered Financial Consultant (ChFC) and is a member of the National Association of Certified Valuators and Analysts (NACVA).