Dakota
Dakota
Book a Demo
Talk to an Expert

Pacific Wealth Strategies Group, Inc.

EST. AUM
$253,189,504

CONTACTS
3

CLIENT ACCOUNTS
526

Firm Details

Metro area Los Angeles
CRD Number 144789
Website pwsg.net
Client types

Overview

Pacific Wealth Strategies Group, Inc. is a financial advisor and wealth management firm based in Santa Barbara. As a Registered Investment Advisor (RIA), the company serves high net-worth families, offering proactive wealth management and financial planning strategies. Their services focus on risk mitigation, tax efficiency, investment management, and family legacy planning. The advisors at Pacific Wealth Strategies Group are experienced and knowledgeable, guiding clients through their economic lifecycles with the goal of maximizing efficiency, control, and safety in wealth management. The firm is committed to delivering its services with professionalism, due diligence, accessibility, and dedication.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy