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Welcome!

As a multifaceted firm, we serve our clients  with a single full-service group they can turn to for all of their financial needs.  We are an independent family corporation designed to guide our clients in every area of their financial life.  Our firm has four integrated divisions working closely together to effectively manage the many areas of wealth: Tax Planning, Estate Planning, Insurance, and Real Estate.  We have offices in Montecito (Santa Barbara) and Westlake Village, California.  Thank you for visiting.