Pacific Wealth Strategies Group

Owner and President Jeff Brookshire and President/CCO Erin Neil share leadership, with Brookshire specializing in estate planning and tax analysis while Neil oversees compliance. Independent advisor Graham Guess contributes retirement plan expertise. All three hold credentials that span investment advisory, insurance, and fiduciary standards. No separate investment committee or external advisory board is disclosed.

The firm partners with Charles Schwab Institutional Services Group, which acts as primary custodian and provides a wide range of investment products, technology, and client support. This open-architecture arrangement means PWSG selects diversified retail funds, equities, fixed income, and insurance-licensed products from the Schwab platform rather than manufacturing proprietary products.

PWSG is a Registered Investment Advisor (RIA) serving multiple high-net-worth families, not a single-family office. It operates as a fiduciary, meaning it has a legal obligation to act in clients' best interests. The firm structures relationships as a local wealth management and financial planning partnership, not as an embedded family-office extension.

No public record indicates direct private-company investing or venture-stage activity. PWSG's disclosed strategy centers on financial planning, risk mitigation, tax efficiency, and liquid-asset management through the Schwab platform. The firm does not claim alternative-investment sourcing, direct co-investments, or fund-of-funds commitments.

The firm's plan-based IDEAS framework delivers liquid portfolios primarily across equities and fixed-income instruments, augmented by insurance-licensed strategies and retirement plan design. There is no disclosed stage-specific mandate; PWSG targets client lifecycle needs from accumulation through distribution rather than institutional-style asset-class silos.