Generational family wealth in Santa Cruz, California

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 125 Water Street in Santa Cruz, California, United States. As a trusted advisor, James Bizzack provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, James offers comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs. With a commitment to excellence and a dedication to client success, James Bizzack and his team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial future.

Welcome to the Santa Cruz Family History Center, your gateway to discovering the rich tapestry of your ancestry. Conveniently located at 220 Elk Street, Santa Cruz, California, our center is dedicated to helping individuals and families explore their genealogical roots and preserve their unique histories. At the Santa Cruz Family History Center, we offer a welcoming environment equipped with a wealth of resources to assist you in your genealogical journey. Whether you are a seasoned researcher or just beginning to uncover your family tree, our knowledgeable staff and volunteers are here to guide you every step of the way.

JRG Attorneys at Law is a prominent law firm located at 563 Auto Center Drive in Watsonville, California. With a team of experienced lawyers from Johnson, Rovella, Retterer, Rosenthal & Gilles, LLP, we are deeply rooted in the Central Coast communities and provide legal services statewide. Our firm serves clients throughout the Central Coast and beyond, including Monterey, San Benito, and Santa Cruz Counties. Specializing in complex litigation, estate planning, business law, land use, and real estate cases, we offer comprehensive and trusted guidance to individuals and businesses in San Benito and Monterey Counties. Our goal is to exceed client expectations and provide seamless navigation through the legal system.

Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.

The Law Offices of John C. Martin, P.C. is a trusted institution located at 636 Middlefield Road in Palo Alto, California. Led by John C. Martin, Esq., who is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, our firm offers expert guidance in various areas of estate planning. Whether you need assistance with establishing living trusts, transferring wealth to the next generation, protecting beneficiaries, or handling trust and estate litigation matters, we are here to help. Our diverse clientele includes families, married couples, business owners, individuals with charitable goals, high risk professionals, and more. From our convenient location in Palo Alto, we serve clients throughout the Silicon Valley and San Francisco Bay Area. In addition, we regularly provide updates and insights on estate planning in the Silicon Valley Estate Planning Journal.

Secure Legacy Law Group is a reputable law firm located in the heart of Los Gatos, California. Our team of experienced lawyers specializes in estate planning, probate, and trust administration, ensuring that your assets are protected and your wishes are carried out. We pride ourselves on providing personalized and comprehensive legal services to our clients, helping them secure their legacy for future generations. Contact us today at 250 North Santa Cruz Avenue to schedule a consultation and start planning for the future.

Cultivate Investments, located at 20 South Santa Cruz Avenue in Los Gatos, California, is a finance institution that offers a next-generation investment management approach. Founded by Loren Kinczel, a seasoned professional with a background in top-rated investment firms, Cultivate Investments focuses on aligning interests with its clients and investing a significant portion of its family wealth alongside yours. With a commitment to flexible thinking and original technology, Cultivate Investments offers a classic value investment approach that can help you achieve your investment goals. Please note that all information provided on this site is for informational purposes only, and you should consult with a financial adviser before making any decisions. Cultivate Financial Group LLC is not affiliated with the Social Security Administration or any government agency.

Welcome to Kori Williams & Zach Hewett, your trusted real estate partners in Santa Cruz County. Located at 1041 41st Avenue, Santa Cruz, California, Kori and Zach bring a unique blend of local expertise and genuine passion to the real estate landscape. As second and third-generation residents of Aptos, their connection to the community runs as deep as the redwoods that grace this idyllic town. With a profound appreciation for the Central Coast, they are committed to helping you find not just a house, but a place you’ll truly love to call home. Kori's background as a project coordinator in construction provides her with a keen insight into the intricacies of home development, while Zach’s decade-long experience as a teacher and coach infuses warmth and clarity into every client interaction. Together, they form a dynamic duo dedicated to making your real estate journey seamless and stress-free.

Welcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.