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.
CA Insurance Licenses: Graham Guess: 0B66317, Jeff Brookshire: 0C18534
A Registered Broker/Dealer. Member FINRA (http://www.finra.org/) / SIPC (http://www.sipc.org/). Advisory services offered through First Allied Advisory Services, Inc. and Pacific Wealth Strategies Group. Both Registered Investment Advisers. Pacific Wealth Strategies Group is not affiliated with First Allied Securities, Inc. and/or First Allied Advisory Services, Inc.
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