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.
View Top Employees from Pacific Wealth Strategies Group, Inc.Website | http://pwsg.net |
Revenue | $218000 |
Employees | 2 (2 on RocketReach) |
Founded | 2007 |
Address | 4213 State Street Suite 206, Santa Barbara, California 93110, US |
Phone | (805) 966-7775 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Bollin Wealth Management LLC, Covenant Wealth Advisors, Kolinsky Wealth Management, Selkirk Wealth Advisors, LLC, Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
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The Pacific Wealth Strategies Group, Inc. annual revenue was $218000 in 2024.
2 people are employed at Pacific Wealth Strategies Group, Inc..
Pacific Wealth Strategies Group, Inc. is based in Santa Barbara, California.
The NAICS codes for Pacific Wealth Strategies Group, Inc. are [5239, 52, 523, 52393].
The SIC codes for Pacific Wealth Strategies Group, Inc. are [62, 628].