# Pacific Wealth Strategists

- **Website:** <https://teampwsi.com>
- **Primary alias:** `teampwsi.com`

## Description

Pacific Wealth Strategists, Inc. is a financial services firm based in Redlands, California, serving individuals and families through different stages of life. The firm’s approach begins with understanding each client’s personal circumstances, aspirations, concerns, and tolerance for risk. Its team works to develop and support financial plans tailored to clients’ goals and objectives, including planning for retirement and navigating life’s transitions.

The firm’s areas of focus include retirement, investment, estate, insurance, tax, money, and lifestyle topics. Its website also provides educational resources such as articles, videos, calculators, a glossary, tax information, and event listings to help visitors explore financial topics. Clients and prospective clients can contact the office or schedule an appointment to discuss their needs.

Pacific Wealth Strategists emphasizes trust, honesty, and integrity, and describes client and family care as its first priority. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA and SIPC.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_
- 💰 Investing _(under Finance)_

## Links

- [youtube](https://youtube.com/channel/UCJjAnCRMV8GtxBm_NsHmulQ)
- [facebook](https://facebook.com/people)
- [linkedin](https://linkedin.com/company/pacific-wealth-strategists-inc-)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id0r2lEXt0/w/300/h/99/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790444943849)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id0r2lEXt0/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790444943970)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Tundora | #454545 | dark |
| Link Water | #d3d8f1 | light |
| Tory Blue | #0b4ea2 | accent |

## Fonts

- Helvetica Neue — asset _(custom)_
- Lato — asset _(google)_

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_Source: <https://brandfetch.com/teampwsi.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._