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(805) 966-7775

Jeff Brookshire

Our Firm. Your Strategies. Our Approach.

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.

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Helpful Content

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Estimate how much of your Social Security benefit may be considered taxable.

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