Award-Winning Financial Advisors Serving Santa Barbara & Los Angeles
Celebrating 20-Years of Excellence
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Ranked FORBES "10 Most Dependable Wealth Manager"
for Southern California I by Goldline 2008 
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Let Us Work for Your Brighter Future
Trusted Custodian, Free Stock Trades & 24/7 Access 
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Awards: Wealth, Finance & Investment
Santa Barbara Fiduciary Wealth Managers 
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Prospective clients from beyond our regions are encouraged to reach out to our firm. For the convenience of clients, financial advisors frequently travel within a 120-mile radius of both our Central & Southern California wealth manager offices to conduct meetings at client homes, places of business, or over lunch at suitable private dining establishments. We always offer office appointments.