Our Services

Our Services

Our Services

Why Clients Seek Our Financial Services


Many clients seek our help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, estate planning, loss of a spouse, or a health concern. They are looking for a trusted relationship in order to enjoy more financial security and feel confident their family will be cared for.

Wealth Management


Integrate all aspects of your financial picture


Our all-inclusive view goes beyond just investments; it’s a road map that puts you on track with your financial goals and life dreams. Working closely with you, we will develop a customized plan to help integrate all aspects of your financial picture.


Santa Barbara Wealth Management Services

Our Services Include:

  • Financial Planning
  • Dedicated Service Team
  • Wealth Planning Organizer
  • Goals Assessment & Prioritization
  • Annual Wealth Management Review
  • Real Estate Advice & Support
  • Mortgage Rate Watch
  • Access to Institutional Borrowing
  • Budget Analysis
  • Annual Spending Review
  • Social Security Maximization
  • Cash Management Solutions
  • Client Communications

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Investment Management


Invest and grow your wealth


We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.


Santa Barbara Investment Management Services

Our Services Include:

  • Access to Specialized Alternative Investments
  • Customized Portfolios
  • Stock Concentration Strategies
  • Ongoing Monitoring, Rebalancing, Tax-loss Harvesting & Performance Reporting
  • Socially Responsible Investing
  • Income Strategies
  • Tax-Smart Implementation & Trading
  • Advisor View Portal & Reporting Package
  • Digital Investment Platform (for Emerging Investors)

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Tax Management


Minimize your tax burdens


We realize that taxes may be one of your largest ongoing expenses. We will bring tax reduction strategies to you and coordinate with your CPA on implementation. We also manage your investment portfolio in a tax-efficient manner.


Santa Barbara Tax Management Services

Our Services Include:

  • Estate Tax Reduction Strategies
  • Annual Tax Management Review
  • Concentrated Stock Planning (Access to Exchange LP)
  • Integration & Coordination with CPA on Tax Savings Strategies

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Estate Planning & Risk Management


Maximize the impact of your assets


Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. Through the design and management of an effective estate plan, we work with your team of advisors to avoid unnecessary taxation and ensure your wishes are carried out.


Santa Barbara Estate Planning & Risk Management

Our Services Include:

  • Estate Plan Review
  • Trustee & Fiduciary Support
  • Family Legacy Planning
  • Intergenerational Family Financial Education
  • Risk Management Review for Life, Disability & LTC Insurance
  • Charitable Planning
  • Trustee Services
  • Property & Casualty Insurance Review (HUB)
  • Cybersecurity Insurance (HUB)

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Redefining Wealth


Optimize wealth in your life


We help you to discover what wealth really means to you. We will assist you in developing your inspired life purpose, enjoying ease with productivity, becoming a beacon for others, and realizing your next big adventure.


Redefining Wealth

Our Services Include:

  • Goal Setting
  • Life Optimization (3.0)
  • Educational Seminars
  • Small-Scale Social Events

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Insights Blog


Take a look at some of our recent blog posts!


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  • You Dream. We Deliver. Together.

    Let’s have a conversation.
  • You Dream. We Deliver. Together.

    Let’s have a conversation.