As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.Learn More
Pacific Wealth Strategies Group, Inc. is a 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.Contact Us
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Understanding how capital gains are taxed may help you refine your investment strategies.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Five phases to changing unhealthy behaviors.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a quick guide to checking to see if you have unclaimed money.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.
$1 million in a diversified portfolio could help finance part of your retirement.