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Pacific Wealth Strategies Group, Inc.

Headquartered in SANTA BARBARA, CA

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Firm Information

Pacific Wealth Strategies Group, Inc. is a Santa Barbara, CA-based Registered Investment Advisor with over $177 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, and other advisory services. Their clientele consists primarily of individuals other than high-net-worth, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.

Pacific Wealth Strategies Group, Inc.

4141 STATE STREET, SUITE B11

SANTA BARBARA, CA 93110

$177.13M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PACIFIC WEALTH STRATEGIES GROUP, INC. has a total of 1 branch locations across the country.
location

SANTA BARBARA, CA

Advisors at Pacific Wealth Strategies Group, Inc.

View All 3 Advisors
Unclaimed
Jeffery Dane Brookshire

CFP®, RA

SANTA BARBARA, CA

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Erin Jane Neil

RA

SANTA BARBARA, CA

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Unclaimed
Graham Stuart Guess

RA

SANTA BARBARA, CA

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Disclosures

There are no public disclosures for Pacific Wealth Strategies Group, Inc..

Frequently Asked Questions (12)

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