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TOP 30 Best wealth management services in Santa Barbara, CA
131 results found
Search for local businesses, places and services near you
Montecito Executive Services
Montecito Executive Services is a prestigious financial institution located at 1482 East Valley Road in beautiful Santa Barbara, California. Our experienced team of professionals provides top-notch financial services to executives and high-net-worth individuals. From wealth management to investment planning, we offer personalized solutions to help our clients achieve their financial goals. Visit us at Montecito Executive Services and experience the difference of working with a trusted and reliable partner in finance.
Mission Wealth - Santa Barbara
Mission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family. Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.
Delightful Financial Services
Delightful Financial Services is a leading finance institution located at 494 UCEN Road, within the University of California-Santa Barbara in California, United States. With a reputation for excellence and expertise in financial services, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are a student, faculty member, or local resident, we offer a wide range of financial services including budgeting, investment planning, and retirement strategies. Visit us today to experience the delight of expert financial guidance and support.
Chown Barbara MBA, CFP ️
Chown Barbara MBA, CFP is a finance institution located at 141 Stony Circle in Santa Rosa, California. Specializing in financial planning and investment management, Chown Barbara offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, the institution provides a comprehensive range of services to individuals and businesses alike. Whether you are looking to plan for retirement, save for a major purchase, or grow your wealth, Chown Barbara MBA, CFP is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Wealthcare Partners of Santa Barbara
Wealthcare Partners of Santa Barbara is a premier financial institution located at 5266 Hollister Avenue in Santa Barbara, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start building a brighter financial future with Wealthcare Partners of Santa Barbara.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.
Tremblay Financial Services
Tremblay Financial Services, located at 3902 State Street in Santa Barbara, California, is a top-rated finance institution specializing in helping individuals age 50 transition into retirement with financial security. With 16 years of experience as one of the top financial advisors in Santa Barbara, Tremblay Financial Services is dedicated to ensuring your money lasts throughout your retirement, covering the cost of healthcare, maintaining your lifestyle, independence, and legacy. Our team of dedicated advisors works with you to understand your individual needs, wants, and long-term goals, developing a personalized strategy to address your financial situation. From managing debt to saving for college to retirement, we are committed to utilizing all of our resources to help you achieve your financial goals.
Pacific Wealth Strategies
Pacific Wealth Strategies is a leading financial institution located at 3 West Carrillo Street in Santa Barbara, California. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are dedicated to helping you navigate the complexities of the financial world. Contact us today to learn more about how Pacific Wealth Strategies can help you secure your financial future.
Strategic Wealth Management - Financial Adviser | Financial Planner | Investment Services
Strategic Wealth Management is a reputable financial institution located at 15 West Carrillo Street in Santa Barbara, California, United States. Our team of experienced financial advisers and planners are dedicated to providing top-notch investment services to help our clients effectively manage and grow their wealth. Whether you are looking to plan for retirement, save for your children's education, or make smart investment decisions, our experts are here to guide you every step of the way. Trust Strategic Wealth Management to help you achieve your financial goals and secure a prosperous future.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. As a trusted provider of financial services, UBS offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a strong presence in the finance industry, UBS is dedicated to delivering personalized and innovative financial solutions to individuals, businesses, and institutions. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, UBS Financial Services Inc. has the expertise and resources to help you succeed. Contact us today to learn more about how we can help you secure your financial future.
Balanced Wealth Planning, Inc.
Balanced Wealth Planning, Inc. is a finance institution located at 55 South La Cumbre Road in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Balanced Wealth Planning, Inc. to help you create a balanced and secure financial future.
Castle Wealth Planning
Castle Wealth Planning is a finance institution located at 1105 Chapala Street in Santa Barbara, California. Founded and led by Nate Cultice CFP, FSA, Castle Wealth Planning is a fee-only financial planning and asset management firm with a focus on serving the best interests of its clients. With 25 years of industry experience, including 17 years as a financial planner in Santa Barbara, Nate Cultice and his team prioritize their fiduciary duty to clients, providing unbiased advice and avoiding commission-based products. Castle Wealth Planning invests cautiously, always keeping the client's future in mind. Visit Castle Wealth Planning for expert financial planning services and secure your financial future.
Riviera Private Wealth Services | Joshua Griep, WMA
Riviera Private Wealth Services, led by Joshua Griep, WMA, is a prestigious finance institution located in the heart of Santa Barbara, California. Our team of experienced wealth management advisors provides personalized financial solutions to help clients achieve their goals and secure their financial future. With a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, estate planning, and more. Visit us at 7 West Figueroa Street to learn how we can help you navigate the complexities of wealth management and achieve your financial aspirations.
Bourke Wealth Management Certified Financial Planner
Bourke Wealth Management Certified Financial Planner is a finance institution located at 222 East Canon Perdido Street in Santa Barbara, California, United States. The institution is dedicated to helping clients manage their investments and financial planning needs. The founder, Kevin Bourke, has received praise for his book "Make Your Money Last a Lifetime" from renowned author Jack Canfield, co-author of the Chicken Soup for the Soul series.
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group is a finance institution located at 4213 State Street in Santa Barbara, California, United States. With a team of experienced financial advisors, they specialize in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Pacific Wealth Strategies Group offers comprehensive financial planning services tailored to your individual needs. Trustworthy, reliable, and dedicated to helping clients build and preserve wealth, Pacific Wealth Strategies Group is committed to providing top-notch financial advice and guidance.
Brenner Wealth Management Group
Brenner Wealth Management Group, located at 1424 State Street in Santa Barbara, California, is a bank and finance institution. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, the institution is dedicated to helping clients achieve their desired lifestyles. They offer a broad range of brokerage, investment advisory, and other services, but always remind clients that investing involves risk and there is potential for loss. It is important to consult legal and tax advisors before making financial decisions. The institution does not provide legal, tax, or accounting advice. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and Member SIPC. They offer investment, insurance, and annuity products through affiliated companies of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. The institution strives to provide clients with information about products and services that may be beneficial, using relationship-based ads and online behavioral advertising to do so. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. They offer lending, derivatives, and other commercial banking activities globally, with securities, strategic advisory, and other investment banking activities performed by investment banking affiliates. Overall, Brenner Wealth Management Group is dedicated to helping clients achieve their financial goals and navigate the complexities of investing.
Montecito Capital Management
Montecito Capital Management is a reputable finance institution located at 225 East Carrillo Street in the beautiful city of Santa Barbara, California, United States. With a focus on providing personalized investment strategies and financial planning services, Montecito Capital Management caters to individuals, families, and businesses looking to grow and protect their wealth. Their team of experienced financial advisors offers expert guidance and tailored solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Montecito Capital Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Channel Wealth
Channel Wealth is a boutique financial services firm located at 15 West Carrillo Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and reach their goals, especially during transitional events. We work collaboratively to ensure our clients can sleep soundly knowing their life savings are in good hands. At Channel Wealth, we are committed to empowering our clients with personalized financial solutions and guidance, building lasting partnerships that lead to financial success and peace of mind.
Channel Wealth
Channel Wealth is a boutique financial services firm located at 3700 State Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and achieve their goals, especially during transitional events. We work together to position our clients' life savings for long-term success, allowing them to sleep soundly at night. Our personalized approach to financial planning ensures that we understand each client's unique needs and aspirations, building lasting partnerships that lead to financial success and peace of mind. At Channel Wealth, we are committed to empowering our clients with tailored financial solutions and guidance to help them reach their financial goals.
Filippini Wealth Management, Inc.
Filippini Wealth Management, Inc. is a full-service finance, insurance, and real estate agency located at 319 East Carrillo Street in Santa Barbara, California. As a family-owned and independent institution, we offer a comprehensive range of services to meet all of our clients' financial needs. Our experienced team works closely with clients to manage investments, retirement planning, tax planning, estate planning, insurance, and real estate. With offices in Santa Barbara and Westlake Village, we are dedicated to providing personalized and professional financial guidance to help clients achieve their goals. Please note that we have separate entities for each service area, and important disclosures can be found on our website.
Saige Private Wealth
Saige Private Wealth is a finance institution located at 21 East Carrillo Street in Santa Barbara, California, United States. As an independent wealth management firm, we are dedicated to helping successful individuals and their families achieve their life goals by wisely applying the benefits of their wealth. Led by Antonia LaRocca, who was named to the Forbes Best-In-State Women Advisors 2022 list for California, our team is committed to knowing our clients thoroughly and understanding their backgrounds, families, circumstances, and goals. We offer objective advice, thoughtful solutions, and enhanced goals-based planning to develop a holistic approach for our clients' financial well-being. Our services include investment strategy, tax planning, and future generational considerations to prepare for life's anticipated and unanticipated events. With over twenty-five years of experience in the financial services industry, we pride ourselves on our personalized, comprehensive approach to wealth management. As independent financial advisors, we have the freedom to explore all potential options and offer tailor-made solutions to best meet our clients' needs. Our team is dedicated to helping clients navigate a lifetime of financial, investment, and personal decisions to achieve their most important goals.
Timpe Wealth Management Group - Stifel
Timpe Wealth Management Group - Stifel is a renowned finance institution located at 206 East Anapamu Street in Santa Barbara, California, United States. With a focus on wealth management, the institution offers a wide range of financial services to help clients achieve their financial goals. The team at Timpe Wealth Management Group - Stifel is dedicated to providing personalized solutions and expert advice to assist clients in making informed decisions about their finances. Whether you are planning for retirement, investing for the future, or managing your assets, Timpe Wealth Management Group - Stifel is committed to helping you secure a prosperous financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious finance institution located at 1424 State Street, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets, offering personalized wealth planning strategies. Beyond traditional investments, we can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Our dedicated advisors prioritize client service and satisfaction, collaborating with industry analysts to create tailored financial strategies that align with your long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. Whether you're a seasoned investor or just starting out, our advisors are committed to helping you achieve your financial and life goals. Join us in building a brighter future together.
Freestone Capital Management
Freestone Capital Management is a finance institution located at 205 East Carrillo Street in Santa Barbara, California, United States. Specializing in investment management services, Freestone Capital Management offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance and tailored investment strategies to clients seeking to grow and protect their wealth. Whether you are looking to build a diversified portfolio, plan for retirement, or manage your assets, Freestone Capital Management is dedicated to helping you navigate the complexities of the financial markets and make informed decisions for your future.
Laguna Capital Management
Laguna Capital Management is a prestigious finance institution located at 1225 Coast Village Road in Santa Barbara, California. With a strong reputation for providing top-notch investment management services, Laguna Capital Management offers tailored financial solutions to help clients achieve their financial goals. The team of experienced professionals at Laguna Capital Management is dedicated to providing personalized service and expert advice to ensure clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Laguna Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Ariadne Wealth Management, LP
Ariadne Wealth Management, LP is a prestigious finance institution located at 1255 Coast Village Road in Santa Barbara, California, United States. With a strong commitment to providing personalized wealth management services, Ariadne Wealth Management, LP helps clients navigate the complexities of the financial world and achieve their financial goals. With a team of experienced professionals and a focus on tailored solutions, Ariadne Wealth Management, LP is dedicated to helping clients build and protect their wealth for the long term.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture provides professional training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and other services. We are a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.
U.S. Bank - Private Wealth Advisor: Manny Molera
U.S. Bank - Private Wealth Advisor: Manny Molera is a leading financial institution located at 24 East Carrillo Street in Santa Barbara, California. As a trusted advisor, Manny Molera provides personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and creating customized financial strategies, U.S. Bank - Private Wealth Advisor: Manny Molera helps clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Manny Molera and his team are dedicated to providing expert guidance and exceptional service. Trust U.S. Bank - Private Wealth Advisor: Manny Molera to help you navigate the complexities of the financial world and make informed decisions that align with your unique needs and objectives.
Abundant Wealth Partners, LLC
Abundant Wealth Partners, LLC is a finance institution located at 4961 La Gama Way, Santa Barbara, California, United States. As an independent fee-only wealth management firm, we prioritize peace of mind and simplicity in helping individuals achieve their financial goals. Our main focus is on providing financial context that creates peace of mind for our clients. We believe that having a clear understanding of your financial situation can reduce stress and lead to more effective decision-making. We understand that the financial world can be complex, which is why we strive to simplify and declutter our clients' finances. Just as Marie Kondo suggests decluttering your living space, we aim to streamline your finances to align with your goals and spark joy in your financial life.
Frederick Burrows - UBS Financial Services Inc.
Frederick Burrows - UBS Financial Services Inc. is a prestigious finance institution located at 222 East Carrillo Street in Santa Barbara, California. As a branch of the renowned UBS Financial Services Inc., they offer a wide range of financial services to their clients, including wealth management, investment advice, and financial planning. With a team of experienced professionals, Frederick Burrows - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Their commitment to excellence and personalized service sets them apart as a trusted partner in the world of finance.
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