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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

The Economic Journey of Your Morning Coffee

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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This questionnaire will help determine your tolerance for investment risk.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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Making the most of surprises is a great reason to work with us.

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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