Local Roots. Global Reach.
Independent Wealth Advisors Providing Exceptional Service and Expertise
Our Approach to Your Success
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SOUND INVESTMENT STRATEGY
Our loyalty is to you. We’re an independent, boutique firm of Santa Barbara County Financial Advisors offering clients an individualized approach, combining trust, transparency and communication with global resources and strong local values.
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DEDICATED PERSONAL SERVICE
You’ll feel our expertise, personal service and customized investment approach. We live and serve in the Santa Ynez Valley, allowing us to spend valuable time with our local clients while remaining accessible and connected to those we serve across the country.
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INDEPENDENT MANAGEMENT
We’re supported by LPL Financial, the #1 independent broker/dealer in the country (as reported by Financial Planning magazine 2016-2024, based on total revenue). As financial fiduciaries, we’re not pressured to sell certain products. We choose what’s best for your individual needs and tailor our investment strategy to each client.
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Personalized Investment Services
RETIREMENT INCOME & DISTRIBUTION PLANNING
Building strategies to focus on your income needs now and in the future…
INVESTMENT OVERSIGHT
Guiding your investments and designing a personalized portfolio appropriate to your needs…
TAX DEDUCTION PLANNING
Identifying opportunities and tax reduction strategies to maximize your advantage…
FAMILY WEALTH PLANNING
Analyzing your current estate plan, priorities and concerns, then creating a comprehensive plan to pursue goals…
CLIENT SERVICES & COMMUNICATION
Communicating personally and often, with prompt responsiveness and a focus on building and maintaining trust and a long-term relationship. This matters most…
RISK MANAGEMENT
Examining existing insurance policies, recommending policy changes when appropriate, and finding the best policy for you…
Contact Us
Interested in working together? Send us a quick message and we’ll be in touch to learn more about how best we can assist.