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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.

Our Services

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CUSTOMIZED FINANCIAL PLANNING

Delivering truly comprehensive wealth management and financial planning is our passion.

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PLAN-BASED INVESTING

We provide a wide-range of diversified financial products for optimum investment management, with the least amount of risk required.

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SOCIAL SECURITY STRATEGIES

Your Social Security benefits is a crucial component of your overall retirement plan.  We can help!

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RETIREMENT INCOME PLANNING

We put all the pieces together with our ‘end to end’ full spectrum retirement planning program.

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RETIREMENT PLAN DESIGN & ADMIN

We have been providing business owners with customized retirement planning for over a decade.

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DIVORCE PLANNING

We evaluate both the short- and long-term financial impacts of proposed divorce settlements.

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POST-DIVORCE PLANNING

We have the tools and experience to help anyone navigate their post-divorce years with maximum safety, efficiency, and control.

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PRO ATHLETE WEALTH MANAGEMENT

Using our TEAM-based system, we serve as Quarterback for the professional athlete’s financial matters.

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Our Teams

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.

Santa Barbara

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Porterville

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Life In A Box

Cutting-edge financial software that puts your entire financial life into one easy-to-use cloud-based system.

Retirement E-Book

Retirement Readiness

Have a question or need consultation?  We are here to help!