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Pacific Wealth Strategies Group

Pacific Wealth Strategies Group

Financial Services, 4213 State St, Santa Barbara, California, 93110, United States, 1-10 Employees

pwsg.net

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Who is PACIFIC WEALTH STRATEGIES GROUP

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 fami...

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  • 4213 State St, Santa Barbara, California, 93110, United States Headquarters: 4213 State St, Santa Barbara, California, 93110, United States
  • 2007 Date Founded: 2007
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from PACIFIC WEALTH STRATEGIES GROUP

Pacific Wealth Strategies Group Org Chart and Mapping

Employees
Jeff Brookshire

Jeff Brookshire

Certified Financial Planner

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Frequently Asked Questions Regarding Pacific Wealth Strategies Group

Answer: Pacific Wealth Strategies Group's headquarters are located at 4213 State St, Santa Barbara, California, 93110, United States

Answer: Pacific Wealth Strategies Group's phone number is +16*********

Answer: Pacific Wealth Strategies Group's official website is https://pwsg.net

Answer: Pacific Wealth Strategies Group's revenue is Under $1 Million

Answer: Pacific Wealth Strategies Group's SIC: 6282

Answer: Pacific Wealth Strategies Group's NAICS: 523940

Answer: Pacific Wealth Strategies Group has 1-10 employees

Answer: Pacific Wealth Strategies Group is in Financial Services

Answer: Pacific Wealth Strategies Group contact info: Phone number: +16********* Website: https://pwsg.net

Answer: 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, PWSGs 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.

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