Family finances in Santa Barbara, California

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 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.

BAIRD Wealth Strategy Group is a leading finance institution located at 222 East Carrillo Street in Santa Barbara, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on comprehensive financial planning and investment management, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today to learn more about how BAIRD Wealth Strategy Group can help you reach your financial goals.

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.

Located at 24 East Carrillo Street in Santa Barbara, California, U.S. Bank's Private Wealth Management team is dedicated to helping individuals and families achieve their financial goals. With a focus on business owners, corporate executives, and modern families, our experienced advisors provide tailored advice to meet unique needs and situations. Our team believes in giving back to the community, with over $8 million in donations and 10,000 volunteer hours contributed over the past three years. Through our affiliate U.S. Bancorp Investments, we offer a range of investment and insurance products to help clients grow and protect their wealth. Whether you're looking to diversify your portfolio or expand your business, our team is here to provide expert guidance and support. Contact us today to start working towards the legacy you envision.

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 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.

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 Wesley A Sanchez is a reputable finance institution located at 1096 Coast Village Road in Santa Barbara, California, United States. As a trusted financial advisor, Wesley A Sanchez provides personalized wealth management services to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a focus on customer satisfaction and financial success, Merrill Lynch Financial Advisor Wesley A Sanchez is dedicated to providing expert financial advice and guidance to clients in the Santa Barbara area.

Mountain Vista Wealth Management is a premier finance institution located at 555 Mountain Drive in the beautiful city of Santa Barbara, California, United States. Our dedicated team of financial experts is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to guide you every step of the way. Experience the difference with Mountain Vista Wealth Management and start building a secure financial future today.

West End Partners is a finance institution located at 1482 East Valley Road in Santa Barbara, California, United States. We specialize in providing strategic advisory and merchant banking investment services to a wide range of clients including emerging growth and middle market companies, private equity firms, senior management, entrepreneurs, family offices, venture investors, and lenders. Our services include M&A advisory services for public and private companies across various industry groups, senior operations and financial management, complex debt and equity structuring for US and international businesses, private equity portfolio analysis, turnarounds, and crisis management.

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 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.

Northwestern Mutual - Robert G Dibley is a trusted finance institution located at 1114 State Street in Santa Barbara, California, United States. With a commitment to helping clients achieve financial security and success, the team at Northwestern Mutual - Robert G Dibley offers personalized financial planning services and expert guidance. Whether you are looking to plan for retirement, invest wisely, or protect your assets, you can rely on the experienced professionals at Northwestern Mutual - Robert G Dibley to provide you with the guidance and support you need to reach your financial goals.

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.

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.

Edward Jones - Financial Advisor: Dean L Axelrod is a reputable financial institution located at 402 East Carrillo Street in Santa Barbara, California, United States. Specializing in providing personalized financial advice and investment solutions, Dean L Axelrod and his team strive to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Dean L Axelrod is dedicated to providing top-notch financial services to individuals, families, and businesses in the Santa Barbara area.

VIDA Wealth Partners is a leading finance institution located in the heart of Santa Barbara, California. 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, VIDA Wealth Partners is here to provide expert guidance and support. Visit us at 929 Santa Barbara Street to learn more about how we can help you secure your financial future.

Burrows/Tucker Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 222 East Carrillo Street in Santa Barbara, California, United States. With a focus on wealth management, our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is committed to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

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.

Stoltze Lark is a reputable finance institution located in Santa Barbara, California, United States. With a strong focus on providing top-notch financial services, Stoltze Lark is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the knowledgeable team at Stoltze Lark is ready to assist you every step of the way. Trust in Stoltze Lark for all your financial needs in Santa Barbara and beyond.

SBBH Group - UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. As a branch of UBS Financial Services Inc., we provide a wide range of financial services to our clients, including wealth management, investment advice, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.

Ameriprise Private Wealth Advisor is a prestigious finance institution located at 1625 State Street in Santa Barbara, California, United States. As a trusted advisor, they offer personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored solutions, Ameriprise Private Wealth Advisor strives to help clients achieve their financial goals and secure their financial future.

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. 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.

Christopher Gallo - UBS is a finance institution located at 222 East Carrillo Street in Santa Barbara, California. Specializing in wealth management, investment banking, and asset management services, Christopher Gallo - UBS provides personalized financial solutions tailored to meet the individual needs of their clients. With a team of experienced professionals, they offer expert advice and guidance to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Christopher Gallo - UBS is dedicated to providing top-notch financial services with integrity and excellence.

Edward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States. Specializing in personalized financial planning and investment strategies, Josh Kane, AAMS™ offers expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Josh Kane, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Neunuebel Barrantes Wealth Management Group of Raymond James is a prestigious finance institution located at 1216 State Street in Santa Barbara, California, United States. With a focus on providing personalized wealth management services, our team of experts is committed to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our experienced professionals are dedicated to guiding you every step of the way. Trust Neunuebel Barrantes Wealth Management Group of Raymond James to provide you with the expertise and support you need to secure your financial future.

Manchester Capital Management LLC is a premier finance institution located at 1157 Coast Village Road in Santa Barbara, California. With a strong focus on providing top-tier financial services and investment management, Manchester Capital Management LLC is dedicated to helping clients achieve their financial goals and secure their futures. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of satisfaction and success. Trust Manchester Capital Management LLC for all your financial needs and experience the difference of working with a trusted and reputable institution.

Edward Jones - Financial Advisor: Nuthira Neal, AAMS™ is a reputable financial institution located at 402 East Carrillo Street in Santa Barbara, California, United States. Specializing in a wide range of financial services, Nuthira Neal, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Edward Jones provides expert guidance and support to individuals and families looking to build and protect their wealth. Whether you are planning for retirement, saving for your children's education, or investing for the future, Nuthira Neal, AAMS™ is committed to providing tailored solutions to meet your unique needs. Contact us today to schedule a consultation and take the first step towards financial success.