Professional portfolio management in Santa Cruz, CA
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Lighthouse Realty & Property Management
● OpenLighthouse Realty & Property Management is Santa Cruz's leading real estate and property management company, located at 402 Ingalls Street in Santa Cruz, California. Our locally owned company is dedicated to providing our clients with top-notch, professional service for all their real estate needs. Whether you are buying or selling a home, our team at Lighthouse Realty understands the significance of these transactions and the importance of attention to detail. We are committed to helping our clients navigate the ever-changing housing market with enthusiasm and expertise.
402 Ingalls St suite 5A, Santa Cruz, CA 95060, United States -
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● OpenU.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Empirical Wealth Management
● OpenEmpirical Wealth Management is a leading finance institution located at 250 North Santa Cruz Avenue in Los Gatos, California, United States. Our team of experienced financial professionals is dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of our clients. With a focus on evidence-based investing and a commitment to transparency, we strive to help our clients build and preserve their wealth for the long term. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Empirical Wealth Management is here to help you achieve financial success.
250 N Santa Cruz Ave, Los Gatos, CA 95030, United States -
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
● ClosedUrbana 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 -
Bailey Properties
● OpenBailey Properties is a finance and real estate agency located at 1602 Ocean Street in Santa Cruz, California, United States. With over 40 years of experience in the local community, we pride ourselves on developing and supporting the best team of real estate professionals to provide you with a superior real estate experience. Our knowledgeable brokers, staff, and technology are here to support you every step of the way, whether you are selling your home, buying your next one, or managing an investment property. As a local and industry leader, we are not just a Real Estate Brokerage - we are your neighbor. Our culture, community involvement, knowledge, longevity, and passionate agents set us apart. We are dedicated to your success and strive to make the process of buying or selling a home as easy and enjoyable as possible.
1602 Ocean St, Santa Cruz, CA 95060, United States -
Coast Financial Services, Inc.
● OpenCoast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
The Wedeen Hammer Locatelli Group - Morgan Stanley
● OpenThe Wedeen Hammer Locatelli Group at Morgan Stanley is a leading finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a commitment to providing top-tier financial services, our team of experts offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, trust the experienced professionals at The Wedeen Hammer Locatelli Group to guide you every step of the way.
6004 La Madrona Dr, Santa Cruz, CA 95060, United States -
Anderson Christie Real Estate
● OpenWelcome to Anderson Christie Real Estate, your trusted partner in finding the perfect home or investment property in Santa Cruz, California. Conveniently located at 115 Knight Street, our agency prides itself on offering personalized and comprehensive real estate services to meet all your needs. Whether you are buying, selling, or renting, our experienced team is dedicated to providing expert guidance and support throughout your real estate journey. At Anderson Christie Real Estate, we understand that each client is unique, which is why we tailor our services to fit your individual requirements. Our deep knowledge of the local market, combined with our commitment to excellence, ensures that you receive the highest level of service and the best possible outcomes. From charming coastal cottages to modern urban dwellings, we have a diverse portfolio of properties that cater to a wide range of tastes and budgets.
115 Knight Street, Santa Cruz, California 95060, United States
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