We don’t work for the big Wall Street banks (anymore)…and our clients always come first. Our Pacific Capital team serves clients as a professional fiduciary helping address each area of their financial life. We protect and grow clients’ wealth while they enjoy their hard-earned success. We enjoy our personal relationships with each client and strive to provide a Ritz-Carlton service experience with Fed-Ex efficiency.
With our team, you will gain a better understanding of your approach to financial decision-making, learn what matters most to you, and receive guidance to help you make necessary trade-offs for the best financial outcome. Our process is based on listening and we strive to truly understand where you want to be 1, 10 and 20 years from now. You can expect proactive communication and consistent appointments whether the markets are up or down. This helps us keep you informed, understand your changing needs, report on your progress towards your goals, and share new insights in our wealth management strategies.
We counsel with your CPA and estate planning attorney to allow for professional collaboration of your family’s financial life. We also review legacy planning and asset protection issues in your financial plan striving to make sure every aspect of your financial life is in order. With Pacific Capital, you benefit from a truly open menu of professional investment strategies. As an independent company, we only work for you. Our aim is to give you peace of mind regarding your money so you can focus on enjoying your life.