though they have a la and sb office, i met in the downtown santa barbara location. i had three consultations (free) and felt very comfortable. they keep their assets at charles ...
All reviews seem positive
Financial advisory firm specializes in investment consultation, short- and long-term monetary forecasting.
Montecito Capital Management specializes in financial advisory, investment management, modern portfolio strategy (includes alternative investment classes such as hedge funds) and retirement planning. Our financial management firm brings extensive experience and expertise to individuals, businesses and institutions alike. Our services have a history of preserving and enhancing wealth for all financial profiles at every stage of the financial life cycle. We boast the highest five-star advisor rating, top 10% of U.S. financial advisors.
Financial advisory firm specializes in investment consultation, short- and long-term monetary forecasting. Also, retirement and estate planning, more.