Management consulting firm in Santa Cruz, CA
11 results found
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Regis Management Co
● OpenRegis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.
873 Santa Cruz Ave Ste 206, Menlo Park, CA 94025, United States -
Urbana Design Studio
● OpenUrbana Design Studio, located at 741 41st Avenue in Santa Cruz, California, is a unique institution that combines the services of a furniture store, general contractor, and home goods store. At Urbana Design Studio, each space is seen as a canvas for creating your personal poetry, bringing life, order, wellness, energy, and beauty to your home. Specializing in kitchen design and cabinetry, Urbana Design Studio is dedicated to crafting extraordinary kitchens that are both functional and beautiful. Their team of experts guide clients through the entire process, from inception to completion, working closely with architects and contractors to ensure a cohesive experience.
741 41st Ave, Santa Cruz, CA 95062, United States -
Michelle Lisac Interior Design
● OpenMichelle Lisac Interior Design is a California Modern Classic Interiors firm located at 1010 Fair Avenue, Santa Cruz, California. Specializing in residential and commercial projects in the SF Bay Area and beyond, Michelle and her team have over fifteen years of experience creating bespoke spaces tailored to each client's needs. From initial concept to completion, they work seamlessly with clients, contractors, and vendors to bring their vision to life. With a focus on functionality, timelessness, and a touch of fun, Michelle Lisac Interior Design transforms spaces into inviting and cozy homes. Whether it's a kitchen redesign or a complete living room makeover, the team at MLID guides clients through the design process with multiple options and expert advice, resulting in stunning and personalized spaces. With a keen eye for color, texture, and usability, the team at Michelle Lisac Interior Design creates spaces that are both beautiful and functional. The end result is always a space that exceeds expectations and leaves clients thrilled with the outcome. Thank you to Michelle, Ariela, Carly, and the entire MLID team for their exceptional work and dedication to creating beautiful spaces.
1010 Fair Ave Suite E, Santa Cruz, CA 95060, United States -
Douglass Law Group
● OpenDouglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California. Specializing in providing expert legal representation in estate planning, probate, and trust administration, our boutique law firm caters to clients in Santa Clara County, Silicon Valley, and throughout California. Lead attorney Judith Douglass, a certified Estate Planning, Trust & Probate Law Specialist, brings a wealth of experience and a strong commitment to offering high-quality legal services. With a client-centered approach, we offer a range of services tailored to protect your assets and ensure a seamless transition for your loved ones.
16185 Los Gatos Blvd #205, Los Gatos, CA 95032, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors, located at 365 Lake Avenue in Santa Cruz, California, is a finance institution that offers comprehensive financial planning and investment strategies to assist clients in making well-informed decisions related to their wealth. Their objective and transparent investment solutions are tailored to each client's specific portfolio goals and mission. They also provide guidance and service solutions for retirement plans such as 401(k)s, 403(b)s, and non-qualified deferred compensation plans. Beacon Pointe Advisors partners with successful RIAs and wealth advisors across the country to create efficiencies, value, and growth. Their services include private wealth management, institutional consulting, retirement plan services, and partnership opportunities. The firm is committed to impact investing and offers resources such as research, articles, case studies, podcasts, videos, and webinars on their website.
365 Lake Ave B, Santa Cruz, CA 95062, United States -
Cultivate Investments
● OpenCultivate 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.
20 S Santa Cruz Ave #300, Los Gatos, CA 95030, United States -
Matthew Zepeda - Morgan Stanley
● OpenMatthew Zepeda - Morgan Stanley is a reputable finance institution located at 6004 La Madrona Drive in Santa Cruz, California. As part of the global financial services firm Morgan Stanley, Matthew Zepeda provides a wide range of financial services to individuals, families, and businesses in the Santa Cruz area. With a focus on personalized wealth management and investment strategies, clients can expect expert advice and guidance to help them achieve their financial goals. Trustworthy and reliable, Matthew Zepeda - Morgan Stanley is dedicated to helping clients secure their financial future.
6004 La Madrona Dr, Santa Cruz, CA 95066, United States -
Josiah Clymer - Morgan Stanley
● OpenJosiah Clymer - Morgan Stanley is a reputable finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a branch of Morgan Stanley, a global financial services firm, Josiah Clymer offers a wide range of financial services, including wealth management, investment banking, and asset management. With a team of experienced professionals, Josiah Clymer - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial solutions.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
Jerry Reich - Morgan Stanley
● OpenJerry Reich - Morgan Stanley is a reputable finance institution located at 6004 La Madrona Drive in Santa Cruz, California. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Jerry Reich offers a wide range of investment and wealth management services to clients in the Santa Cruz area. With a team of experienced financial advisors, Jerry Reich - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jerry Reich - Morgan Stanley is committed to providing you with the resources and support you need to make informed financial decisions.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
Kyle Coulter - Morgan Stanley
● OpenKyle Coulter - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. As a branch of Morgan Stanley, one of the leading financial services firms in the world, Kyle Coulter offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced financial advisors, Kyle Coulter - Morgan Stanley is 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 invest in the stock market, Kyle Coulter - Morgan Stanley is committed to providing personalized financial solutions tailored to your individual needs.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
Chad Williams . Designer Builder
● OpenWelcome to Chad Williams . Designer Builder Located at 52 Eucalyptus Drive, Watsonville, California, Chad Williams . Designer Builder is your trusted partner for turning residential design dreams into reality. Serving Santa Cruz County and beyond, Chad brings over 40 years of hands-on experience in every phase of home building and remodeling. As a licensed General Building Contractor since 1980 and a certified Green Building Professional, Chad is dedicated to creating homes that are not only beautiful but also sustainable and energy-efficient.
52 Eucalyptus Drive, Watsonville, California 95076, United States
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