TOP 30 Wealth growth partners in Santa Barbara, California

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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.

Athens Capital Management LLC is a finance institution located at 812 Presidio Avenue in Santa Barbara, California, United States. Our goal is to help investors stay rich, rather than taking unnecessary risks to get rich. Our managing partner has cultivated extensive relationships and a wide network within the alternative assets industry, providing our investors with access to exclusive off-market opportunities and closed funds. Our investment strategy focuses on low correlation, offering a balance of upside potential, downside protection, and diversification to achieve our steady return objective.