Pacific Wealth Strategies Group, Inc.

Financial ServicesUnited States2-10 Employees

Pacific Wealth Strategies Group, Inc. is a Santa Barbara-based independent wealth management / financial planning 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.

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Securities offered through First Allied Securities, Inc. a registered Broker/Dealer. Member FINRA/SIPC 
Advisory Services offered through Pacific Wealth Strategies Group, Inc and First Allied Advisory Services. Pacific Wealth Strategies Group and First Allied are not related entities.

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