Home | Pacific Capital Resource Group

Fiduciary. Independent. Specialized.

We partner with busy high-net-worth individuals and families. We design, implement, and continuously monitor tax efficient wealth strategies that aim to solve complex problems, preserve multi-generational capital, and manage stock market assets on an ongoing basis.

Learn More

WHEN WAS THE LAST TIME, YOU DID SOMETHING FOR THE FIRST TIME, AND NAILED IT?

Imagine a family who finally cashes out the business they’ve built for decades. $12 million lands in their account on Friday and by Monday, they have a seven-figure tax bill with only an accountant and banker giving them advice. It’s like walking onto Augusta’s 18th tee with the Masters on the line after borrowing a rental set and a caddy that’s never scouted the course.

Pros know these shots long before tournament day. They’ve studied the course, perfected their swing, and hired expert partners. Your financial strategies deserve the same precision.

HIGH INCOME SOLOPRENEURS

Real Estate Brokers, Wholesalers, Content Creators, Tech Consultants, Attorneys, CPAs, Plumbers, Electricians, General Contractors

How We Help

TECH PROFESSIONALS

Axon, Data Bricks, DocuSign, Microsoft, Amazon, Space X, Costco, Meta, Galderma, Google

How We Help

SUDDEN WEALTH EVENTS

Inheritance, sale of a business, divorce, concentrated stock sale, IPO, sale of highly-appreciated real estate, lawsuit settlement, professional athlete signing bonus

How We Help

When Markets React

When markets shift, experienced investors stick to their strategy.

Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Learn More

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Learn More

Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

Learn more

Calculators

Calculate elaborate financial decisions with total calculation.

Learn more

Videos

Even more videos to enjoy.

Learn more

Presentations

Managing your money involves more than simply making and following a budget.

Learn more

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.

"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

Ready to Contact Us?

Name

Email

Address

Phone

Question

Thank you!

Oops!