Your goals.
Our mission.


We provide our clients with caring advice that empowers them to pursue their dreams.

 

Your goals.
Our mission.


We provide our clients with caring advice that empowers them to pursue their dreams.

 

Your goals.
Our mission.


We provide our clients with
caring advice that empowers
them to pursue their dreams.

 
Assets under management
$0.7
billion
0
office locations
serving clients for
0
years
OVER
0
clients

DATA AS OF 2/7/18

Why Clients Seek Our Services


Many clients seek our guidance when faced with particular life events. They are looking for a trusted relationship in order to enjoy more financial security and feel confident their family will be cared for. If you anticipate any of the following life events occurring, we can help!


  • Getting Married
  • Divorce/ Separation
  • Single Parenthood
  • Expecting a Child
  • Adopting a Child
  • Hiring Childcare
  • Child With Special Needs
  • Child Getting Married
  • Empty Nest
  • Special Family Event
  • Assistance to Family Member
  • Relocating
  • Child Going to College
  • Concern About an Aging Parent
  • Concern About the Health of a Child
  • Concern About the Health of a Spouse
  • Loss of Spouse
  • Concern About Personal Health
  • The Need of Personal Care
  • Family Member with Disability or Illness
  • Family Member Expected to Die Soon
  • Recent Death of Family Member
  • Create End of Life Medical Directive
  • Contemplating Career Change
  • New Job Training/ Education
  • Job Promotion
  • Job Loss
  • Job Re-structuring
  • Expanding a Business
  • Starting a New Business
  • Acquire or Purchase a New Business
  • Gain/ Lose a Business Partner
  • Selling/ Closing a Business
  • Transferring Business to Family
  • Take Sabbatical
  • Downshift Worklife
  • Phase Into Retirement
  • Full Retirement
  • Changing Residence
  • Receiving Social Security Income
  • Eligibility for Medicare
  • Receiving Retirement Plan Distributions
  • Retirement Home Considerations
  • Selling a House
  • Refinancing Mortgage
  • Purchasing a Home
  • Reconsidering Investment Philosophy
  • Significant Investment Gain
  • Significant Investment Loss
  • Concerned About Debt
  • Considering Investment Opportunity
  • Receiving Inheritance
  • Selling Assets
  • Stipend to Family Member
  • Gifting to Children/ Grandchildren
  • Develop/ Review Estate Plan
  • Create a Foundation
  • Create or Fund a Scholarship
  • Fund a Cause or Event
  • Gift to Church or Religious Organization

Why Clients Seek Our Services


Many clients seek our guidance when faced with particular life events. They are looking for a trusted relationship in order to enjoy more financial security and feel confident their family will be cared for. If you anticipate any of the following life events occurring, we can help!


Generational Planning


  • Getting Married
  • Divorce/ Separation
  • Single Parenthood
  • Expecting a Child
  • Adopting a Child
  • Hiring Childcare
  • Child With Special Needs
  • Child Getting Married
  • Empty Nest
  • Special Family Event
  • Assistance to Family Member
  • Relocating
  • Child Going to College

Health Planning


  • Concern About an Aging Parent
  • Concern About the Health of a Child
  • Concern About the Health of a Spouse
  • Loss of Spouse
  • Concern About Personal Health
  • The Need of Personal Care
  • Family Member with Disability or Illness
  • Family Member Expected to Die Soon
  • Recent Death of Family Member
  • Create End of Life Medical Directive

Business Planning


  • Contemplating Career Change
  • New Job Training/ Education
  • Job Promotion
  • Job Loss
  • Job Re-structuring
  • Expanding a Business
  • Starting a New Business
  • Acquire or Purchase a New Business
  • Gain/ Lose a Business Partner
  • Selling/ Closing a Business
  • Transferring Business to Family
  • Take Sabbatical

Retirement Planning


  • Downshift Worklife
  • Phase Into Retirement
  • Full Retirement
  • Changing Residence
  • Receiving Social Security Income
  • Eligibility for Medicare
  • Receiving Retirement Plan Distributions
  • Retirement Home Considerations

Financial Planning


  • Selling a House
  • Refinancing Mortgage
  • Purchasing a Home
  • Reconsidering Investment Philosophy
  • Significant Investment Gain
  • Significant Investment Loss
  • Concerned About Debt
  • Considering Investment Opportunity
  • Receiving Inheritance
  • Selling Assets

Charitable Planning


  • Stipend to Family Member
  • Gifting to Children/ Grandchildren
  • Develop/ Review Estate Plan
  • Create a Foundation
  • Create or Fund a Scholarship
  • Fund a Cause or Event
  • Gift to Church or Religious Organization

Our Services


Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future. Our services include Wealth Management, Financial Planning, Investment Management, Estate Planning, Risk Management, Tax Management, Socially Responsible Investing and Redefining Wealth.


Wealth Management Services
Investment Management Services
Estate Planning & Risk Management
Tax Management
Financial Planning
Redefining Wealth

Are you managing your money in a way that improves your life?

Believe it or not, not everyone does – in fact many people do not. Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.


TAKE ASSESSMENT

Clients We Serve


We specialize in helping Retirees, Independent Women, Professionals and Business Owners. We are proud of our reputation of helping hundreds of families achieve their financial dreams by managing their wealth as reliably as if it were our own.


Retirees
Independent Women
Professionals
Business Owners

Clients We Serve

We specialize in helping Retirees, Independent Women, Professionals and Business Owners. We are proud of our reputation of helping hundreds of families achieve their financial dreams by managing their wealth as reliably as if it were our own.




Our Approach


Many clients are looking for a trusted relationship in order to enjoy more financial security and to feel confident that their family will be cared for. Our process keeps our clients informed and on track with their goals.


Comprehensive

We create unique and customized financial plans for our clients so they can make informed decisions for the future.


Proactive

We keep our clients one step ahead of the curve with our proprietary process. This cutting-edge system keeps our clients focused, informed and protected.


Collaborative

We act as a financial quarterback for our clients, building a united team of professional advisors to ensure effective and efficient coordination.


Objective

Our Fiduciary independence, combined with our caring approach, provides our clients with guidance that is solely in their best interest.


Locations We Serve


We can serve you from nine convenient locations across the Western United States! Our headquarters is in Santa Barbara, CA and our other offices are located in San Diego, CA, Westlake Village, CA, Los Angeles, CA, San Francisco, CA, Scottsdale, AZ, Denver, CO, Portland, OR and Seattle, WA.


Awards & Rankings


Financial Times - Top Financial Advisers 2017
Financial Advisor's 2017 RIA Ranking
Inc. 5000 Fastest Growing Private Companies
Central Coast Best Places To Work 2017
 

You Dream. We Deliver. Together.

We would love to hear from you! Please take a minute to let us know how we can help you and we will be in touch.