Living and Working in Our Communities

There’s a unique charm to living and working in a close-knit community like Santa Barbara, where we planted our roots in 2008. It has been the foundation of the warmth, inviting boutique experience, and high-touch collaborative model we carry to every community as we expand. We’re dedicated to the communities we serve, whether a small town or bustling city. These are the places we live with our own families, reinforcing our connection, commitment, and shared experience. 

Building Strong Community Connections

Building trust, listening to our clients, and getting to know our communities are foundational to our firm. This sense of unity has set the stage for meaningful, lifelong connections with our clients and within our team. 

Charitable outreach through philanthropy and volunteerism is another layer in our relationship with our communities. When we participate and give back, we feel connected and believe we’re making a positive impression beyond just professional interactions—genuinely caring for our neighbors and the places we’re a part of.

Living and Working with Integrity

At the core of our values lies integrity, the backbone of our firm and team, which we define as our unwavering commitment to providing objective advice free from conflicts of interest. Whether a business owner, family, or retiree, we understand the immense trust our clients put in us, and we strive to go beyond the norm to ensure we put them first and safeguard their best interests. 

Beyond a lack of conflict of interest, we envision every client as someone with whom we share a deep emotional connection, e.g., “How would we guide a parent, best friend, or grandparent in this situation?” That could sometimes mean advising clients in non-financial areas, big or small, or referring them to service providers that can work in tandem with us. This approach is our “why,” helping us stay focused in our decision-making, planning, and hiring processes to ensure we always act in the best interests of those who trust us with their financial well-being.

Working and living in our community is about building lasting connections, leading with integrity, and achieving success without sacrificing the principles that define who we are. Explore our website to learn more about our values or reach out to our team anytime.