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TOP 30 Comprehensive wealth management services in Santa Barbara, CA
45 results found
Search for local businesses, places and services near you
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.
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.
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.
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.
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.
Maloney Wealth Management Group - UBS Financial Services Inc.
Maloney Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced professionals, they offer comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Maloney Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy, reliable, and committed to excellence, they strive to build long-lasting relationships with their clients based on trust and integrity. Contact them today to learn more about how they can help you secure your financial future.
Brenner Wealth Management Group - UBS Financial Services Inc.
Brenner Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. With a focus on providing personalized wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services to meet the unique needs of each client. Trust in Brenner Wealth Management Group - UBS Financial Services Inc. for all your financial needs.
Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc. is a prestigious finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a team of experienced financial professionals led by Christopher Taylor Gallo, who holds certifications as a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Private Wealth Advisor (CPWA), this institution offers comprehensive financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the expertise and professionalism of Christopher Taylor Gallo, CFP, CIMA, CPWA - UBS Financial Services Inc.
The Oak Financial Group - UBS Financial Services Inc.
The Oak Financial Group - UBS Financial Services Inc. is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Specializing in providing comprehensive financial services, the institution offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals and a strong reputation for excellence, The Oak Financial Group - UBS Financial Services Inc. is committed to delivering top-tier financial advice and guidance to individuals, families, and businesses.
Sycamore Wealth Management - UBS Financial Services Inc.
Sycamore Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. As a part of the UBS Financial Services network, Sycamore Wealth Management offers comprehensive wealth management services to individuals, families, and businesses. With a team of experienced financial advisors, they provide personalized investment strategies, retirement planning, estate planning, and more to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sycamore Wealth Management is dedicated to providing top-notch financial solutions tailored to your unique needs.
Spach & Associates - Ameriprise Financial Services, LLC
Spach & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 136 West Canon Perdido Street in Santa Barbara, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help guide you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Cresset Family Office | Santa Barbara
Cresset Family Office in Santa Barbara, California, is a finance institution that is reinventing family office and private wealth management. Recognized by Barron's for their innovative approach, Cresset offers goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As a True Fiduciary®, Cresset always puts their clients' interests first. They provide access to institutional-quality private investments and adhere to strict SEC regulations. With no hidden costs or fees, Cresset is committed to providing transparent and personalized financial services. Partnering with Cresset means experiencing wealth management in a whole new way.
HUB International
HUB International's Santa Barbara Insurance office has a rich history in the community, dating back to the 19th century. Originally known as Caesar & Seider Insurance, it was recognized as the oldest insurance agency in Santa Barbara. In 1999, Talbot acquired Caesar & Seider before joining the Hub International family in 2004. The institution expanded further in 2009 with the acquisition of Ogilvy-Hill Insurance Services, which has roots tracing back to 1887. Located at 40 East Alamar Avenue in Santa Barbara, California, HUB International offers a wide range of insurance products and services tailored to the unique needs of its Central Coast clients. These include property and casualty insurance, life and health insurance, employee benefits, risk management solutions, retirement plan consulting, and private wealth management.
First Republic Bank
First Republic Bank, located at 1200 State Street in Santa Barbara, California, is a full-service financial institution offering a range of banking and ATM services. With a focus on customized solutions and exceptional service, First Republic Bank is committed to meeting the unique needs of each client. Deposit products and related services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for customers. Additionally, J.P. Morgan Wealth Management offers investment products and services through registered broker-dealer JPMS, providing expert guidance on navigating market risks. Trust and fiduciary services are also available through affiliated trust companies, offering comprehensive financial solutions. With a dedication to customer satisfaction and a focus on responsiveness, First Republic Bank is a trusted partner for all your financial needs.
Northern Trust
Northern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.
Merrill Lynch Financial Advisor Lisa M Daniel
Merrill Lynch Financial Advisor Lisa M Daniel is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Lisa can assist in creating a flexible strategy tailored to your specific goals, while providing access to Merrill's investment insights and Bank of America's banking and lending solutions. She is dedicated to building strong client relationships based on trust and personalized service, with a focus on community involvement through volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and documented. By utilizing the Investment Personality Assessment, Lisa can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your priorities. As your life and goals evolve, Lisa will work with you to update your financial strategy accordingly. With a focus on understanding what matters most to you, Lisa's mission is to help you design and implement a personalized plan to pursue financial goals while managing investment risk. By staying engaged and discussing changes in your life and financial approach, Lisa aims to help you achieve what's important to you. With a commitment to putting you first, Lisa offers personalized investment strategies and access to comprehensive financial solutions to address your needs and goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Lisa is dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Matthew T. Yonally
Merrill Lynch Financial Advisor Matthew T. Yonally, located at 1424 State Street in Santa Barbara, California, offers a comprehensive approach to managing wealth. The team is dedicated to understanding your values and helping you achieve your life goals and plan your legacy. With access to the investment insights of Merrill and the banking convenience of Bank of America, they can address various aspects of your financial life. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. By getting to know you personally, they can create a financial approach that reflects your personality and helps you achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Matthew T. Yonally is there to help you every step of the way.
Merrill Lynch Financial Advisor E. Scott Wasmuth
Merrill Lynch Financial Advisor E. Scott Wasmuth is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Specializing in personalized wealth management strategies, E. Scott Wasmuth can help create a flexible strategy tailored to your goals in today's changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, you can trust E. Scott Wasmuth to help you pursue your financial goals. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan focused on your goals. With a team of experienced individuals committed to building strong client relationships, you can rely on E. Scott Wasmuth for trusted and personalized service. As a Registered Senior Wealth Management Client Associate, E. Scott Wasmuth focuses on what matters most to you - family, goals, and priorities - to develop a plan that evolves with your changing needs. By understanding your goals and priorities, E. Scott Wasmuth can design and implement a personalized plan to help you manage investment risk and pursue financial goals. Communication is key to managing life's challenges, which is why E. Scott Wasmuth works to engage you and your family in the financial decision-making process. With a focus on potential solutions to turn goals into reality, E. Scott Wasmuth is dedicated to helping you achieve your financial aspirations. By utilizing the Investment Personality Assessment, E. Scott Wasmuth can gain a deeper understanding of your investing preferences and customize a financial approach to help you pursue what matters most to you. With a commitment to helping you achieve your goals, E. Scott Wasmuth offers a breadth of potential solutions, premier customer service, and financial tools based on your unique circumstances. Whether you are planning for retirement or looking to provide financial wellness solutions for your employees, E. Scott Wasmuth can help you prioritize your financial goals and provide tailored strategies. With a focus on helping your employees pursue their financial goals, E. Scott Wasmuth offers a holistic approach to financial wellness, personalized plan advice, and comprehensive employee education programs. As your life and goals change over time, E. Scott Wasmuth will work with you to update your financial approach to reflect these changes. By getting to know you personally and understanding what matters most to you, E. Scott Wasmuth can help you create a financial approach that reflects your personality and life priorities. Let E. Scott Wasmuth help you achieve your financial goals with a customized investment approach tailored to your needs. With a dedicated one-on-one relationship, E. Scott Wasmuth is committed to putting you first every day.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Merrill Lynch Financial Advisor John R Pate
Merrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.
Merrill Lynch Financial Advisor John Spruill
unique goals and priorities. With the support of Merrill's global resources, John Spruill and his team at Merrill Lynch Financial Advisor are dedicated to providing personalized service and building strong client relationships based on trust. Whether you're planning for retirement, saving for a home, or funding your child's education, John's expertise in financial planning and wealth management can help you pursue your financial goals. With a background in meteorology and years of experience in the United States Air Force, John brings a unique perspective and analytical talent to his role as a financial advisor. He is committed to helping clients navigate complex financial and estate planning issues to achieve long-term success. By listening to your needs and understanding your investment preferences, John can customize a financial approach that aligns with your aspirations. With access to a wide range of investment strategies and resources, including Merrill model portfolios and third-party investments, John can help you build and manage a custom investment strategy tailored to your objectives. Whether you're focused on retirement planning, corporate benefits, or charitable giving, John's expertise and personalized service can help you pursue your financial goals with confidence. As a Retirement Benefit Consultant and Certified Plan Fiduciary Advisor, John is well-equipped to guide you through the complexities of qualified retirement plans and provide comprehensive financial advice. Through ongoing communication and personalized financial analysis, John and his team at Merrill Lynch Financial Advisor are committed to helping you stay on track to achieve what matters most to you. With a focus on understanding your goals and priorities, John Spruill and his team are dedicated to helping you create a financial approach that reflects your unique needs and aspirations. Visit Merrill Lynch Financial Advisor John Spruill at 1424 State Street, Santa Barbara, California, United States, to start a conversation about your financial future today."
Merrill Lynch Financial Advisor Eric Kulberg
Merrill Lynch Financial Advisor Eric Kulberg, located at 1424 State Street in Santa Barbara, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can help you create a flexible strategy to navigate changing market conditions. As a member of the community, Eric is dedicated to volunteering and giving back. Through Merrill Personal Wealth Analysis™, Eric can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, he can customize a financial approach to help you pursue what matters most to you. With a focus on building long-term relationships, Eric will regularly review and adjust your financial plan to reflect changes in your life and the market.
Aaron Ritter, CFP
Aaron Ritter, CFP is an independent fee-only wealth management firm located at 4961 La Gama Way, Santa Barbara, California, United States. Our focus is on providing peace of mind and simplicity in helping people achieve their financial goals. We believe in providing financial context that creates peace of mind for our clients, helping them make informed decisions and reduce stress. At Aaron Ritter, CFP, we understand that even financially successful individuals can experience financial stress and make counterproductive decisions without a clear understanding of their overall financial situation. We aim to simplify our clients' finances by reducing "financial clutter" and aligning their wealth with their goals.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 3660 State Street in Santa Barbara, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or create a financial strategy, Wells Fargo Advisors is committed to providing personalized and comprehensive financial solutions to meet your needs.
Merrill Lynch Financial Advisor Nick K Cassidy
Merrill Lynch Financial Advisor Nick K Cassidy is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Their team, supported by the global resources of Merrill, consists of talented and experienced individuals who are dedicated to helping clients achieve their financial goals. They offer comprehensive financial approaches to help clients pursue their goals and values, whether they are facing life-changing events or investment challenges. The team at Merrill Lynch Wealth Management strives to treat clients with care and attention, offering guidance and support in all aspects of their financial lives. With access to the banking, credit, and lending services of Bank of America, they can help address virtually any financial need. The team focuses on helping clients start on the proper footing, aligning goals with funding, adapting to change and uncertainty, and staying on track to achieve what's most important to them. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities. Working with Merrill Lynch Financial Advisor Nick K Cassidy means having a dedicated financial concierge at your disposal to help demystify the wealth management process and guide you towards your financial goals. Let Merrill Lynch Wealth Management help you achieve your goals and live your best financial life.
D.A. Davidson
D.A. Davidson is a finance institution located at 111 West Micheltorena Street in Santa Barbara, California, United States. With a strong reputation for providing comprehensive financial services, D.A. Davidson offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. Whether you're looking to grow your portfolio, plan for retirement, or secure your financial future, D.A. Davidson is committed to delivering exceptional service and results.
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