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.
Delivering truly comprehensive wealth management and financial planning is our passion.
As a Registered Investment Advisor (RIA), we are a fiduciary to our clients. We have a fundamental obligation to act in your best interests – this is our duty of loyalty and good faith.
We have been providing business owners with customized retirement planning for over a decade.
We evaluate both the short- and long-term financial impacts of proposed divorce settlements.
We have the tools and experience to help anyone navigate their post-divorce years with maximum safety, efficiency, and control.
Local Advisors Dedicated To Serving The Needs Of Our Clients And Our Community
Delivering truly comprehensive wealth management is our passion and we take personal pride in helping our clients achieve financial and personal fulfillment. In addition to our many years of wealth management experience, we are committed to serving the Santa Barbara and Porterville communities personally and professionally, donating our time and resources to various local organizations and non-profits.
Cutting-edge financial software that puts your entire financial life into one easy-to-use cloud-based system.