A complete list of active advisors currently associated with Pacific Wealth Strategies Group, Inc.

Warmer can help you find a great advisor at Pacific Wealth Strategies Group, Inc. or one who fits your needs even better.

Pacific Wealth Strategies Group, Inc. (PWSG) is an SEC‑registered investment adviser managing approximately $253,189,504 in client assets through three advisory representatives and serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and other entities. The firm provides investment management, comprehensive financial and estate planning, pension consulting, and related advisory services. PWSG emphasizes a customized, one‑on‑one planning process with in‑depth interviews and written analyses focused on risk mitigation, tax efficiency, retirement and family legacy planning, typically implementing portfolios with equities, fixed income, ETFs, mutual funds and cash instruments. The firm’s primary method of analysis is fundamental research, supplemented by technical analysis for trade timing, and it offers both discretionary and non‑discretionary engagement models. What distinguishes PWSG from many peers is its explicit use of borrowing (margin) and the employment of derivatives and options strategies — including covered, uncovered and spreading strategies — within separately managed accounts when appropriate, with related disclosures about the increased leverage, margin interest and potential impact on asset‑based fees. The brochure also discloses potential conflicts tied to advisor insurance commissions and its custodial and consulting relationships (e.g., Schwab and Mutual Securities), and notes that its investment adviser representatives operate as independent contractors, which can affect fee arrangements and service delivery.

To learn more about the advisors currently working at Pacific Wealth Strategies Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.