Cerity Partners

Monarch Wealth Strategies is a boutique wealth management firm based in Santa Barbara, California, dedicated to providing a collaborative financial planning experience for affluent families and individuals. With a team-focused approach and a commitment to personalized service, they strive to help clients achieve clarity, focus, and financial freedom throughout life's transitions. The firm prides itself on its core values of integrity, nimbleness, confidence, understanding, and teamwork, ensuring that clients receive objective advice tailored to their unique financial situations. By fostering long-term relationships and leveraging a diverse range of expertise, Monarch Wealth Strategies is equipped to support clients in optimizing their wealth and safeguarding their legacies. Generated from the website

Bains Financial is a reputable financial services firm based in Ventura, CA, specializing in comprehensive wealth management and investment strategies for individuals and businesses. With a client-centered approach, Bains Financial offers personalized financial planning services to help clients achieve their long-term financial goals and secure their financial future. Generated from their business information