Pacific Wealth Strategies Group, Inc. is a Santa Barbara financial planning / wealth management firm and Registered Investment Advisor (RIA), serving high net-worth families, from our offices in Santa Barbara and Porterville. Our objective is to provide proactive wealth management and financial planning strategies to our clients, with a focus on risk mitigation, tax efficiency, investment management and family legacy planning. As financial planners, PWSG’s Advisors are experienced, knowledgeable and specifically trained to guide clients and their families through their economic lifecycles. We aim to help clients maximize efficiency, control, and safety in the management of their wealth. We deliver this promise with the highest level of professionalism, due diligence, accessibility, and commitment.
As a Registered Investment Advisor (RIA), we partner with Charles Schwab Institutional Services Group, a leading custodian, offering a wide range of investment products and services, leading technology and full-service client support.
As a member of the First Allied independent advisor network, PWSG leverages the talents of over 400 nationally renowned experts and administrators in the areas of asset management, pension design and administration, and insurance solutions.
Our direct access to this spectrum of expertise, administrative capabilities and technology provides us with a tremendous advantage over other small firms.
Our clients receive the customization and attention of a local wealth management and financial planning firm, and the resources of premier national financial services organizations.