MONTECITO CAPITAL MANAGEMENT

One of the many advantages of working with a boutique Registered Investment Advisory ("RIA") firm like Montecito Capital Management is we are 'hands-on' and this enables us to take our advisory services beyond investment decisions with counsel that encompasses all aspects of a client's personal financial profile. We start with a discussion about personal, business and family considerations within the framework of financial goals, then we determine how best to maximize your success, on your terms. We tailor our services to each client's unique circumstances, such as complexity of assets, income, work stability, age, health, life goals, charitable intent & family dynamics. Unlike large turnkey advisory companies associated with banks or brokerages, you do not have to go through a Committee for approval to make investment changes to meet your desired objectives, nor do you receive a 'cooker cutter' one-fit-all approach. Rather, we customize our strategic plan to meet your goals, which in..

Primary location: Los Angeles United States