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Pacific Wealth Strategies Group Inc. is a Santa Barbara-based independent wealth management firm and Registered Investment Advisor (RIA) dedicated to serving high net-worth families. The firm focuses on proactive wealth management and financial planning strategies specializing in risk mitigation, tax efficiency, investment management, and family legacy planning.
Committed to upholding fiduciary standards, Pacific Wealth Strategies Group acts in the best interests of their clients, providing customized financial planning and plan-based investing options. Their experienced advisors work closely with clients to help navigate their economic lifecycles, ensuring maximum efficiency, control, and safety in wealth management.
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