Financial Life Inspection
Check out a few of the highlights behind our Financial Life Inspection® which was recently featured in the Wall Street Journal.
Pacific Capital vs Brokers
What is the difference between a broker and a private wealth advisor? Get an inside look of why knowing this could make a major difference in your financial success.
Education and Money
How will you prepare for the skyrocketing costs of college education for your children or grandchildren?
Maximize Your Social Security Income
Did you know there are 567 different combinations of ways a couple can structure their Social Security income payouts?
You Deserve Financial Freedom
Do you know how much income you need to be stress free and financially secure? Discover how your Financial Life Inspection™ helps you answer this and other questions.
Why You Need A Fiduciary
What does hiring a fiduciary mean to you? Why are so many people seeking the advice of fiduciaries instead of relying on the big Wall Street banks?
Top Investment Mistakes
Investing can feel like a bad roller coaster ride without a clear strategy. See how Pacific Capital can help remove your stress about money.
See how we are keeping up with new technology and keeping our clients safe.
Business Owners Are Unique
Not everyone was meant to be an entrepreneur. You deserve to work side by side with a team that understands the challenges you face everyday.
You Sure It’s Better For You?
Do you know what your financial advisor is doing for you? See what Pacific Capital is doing to make sure our clients’ financial lives are secure.