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Since our founding in 2008, our ensemble practice has been dedicated to designing, shepherding, and safeguarding the legacies of our wealth management clientele. Our innovative, committed team is eager to take the burden of financial planning off our clients’ shoulders.

Although our wealth management practice began in the beautiful city of Santa Barbara, we have grown to serve clientele worldwide and have added office locations in Santa Maria and Los Angeles, California.

Santa Barbara

222 E. Carrillo St., Suite 208
Santa Barbara, CA 93101

PHONE: 805.564.0800
FAX: 805.564.0808

Santa Maria

2151 S. College Dr., Suite 204
Santa Maria, CA 93455

PHONE: 805.614.4999
FAX: 805.614.4919

Los Angeles

6430 Sunset Blvd., Suite 1433
Los Angeles, CA 90028

PHONE: 626.405.0256
FAX: 626.405.0257

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