With our IDEAS, we help our clients reach their financial goals with least amount of risk required. 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.
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.
Services
PWSG utilizes the expertise of an in-house CERTIFIED FINANCIAL PLANNER (CFP) to provide customized financial consulting through either a fee-based or hourly arrangement. This includes a complete evaluation of a client's financial planning objectives and preparation of a written financial plan, review of the plan, and implementation of the plan's recommendations.
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Now that you've learned more about us, we'd like to get to know you and learn more about your financial objectives. We'll provide you an honest opinion of your current situation and an objective plan for the future. Let's work together toward making your financial dreams a reality. Santa Barbara Financial Planning made simple.
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