Above all assets, you.
about
about Monarch
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erving select clients from our Santa Barbara, Santa Maria, and Los Angeles offices, we are a boutique wealth management firm offering affluent families and individuals a collaborative financial planning experience. Our team-focused approach to financial advice allows us to provide a high-touch, tailored experience for those seeking lifelong and trust-based financial partnerships.
Equipped to envelop every situation, our energetic team of wealth advisors works with clients in pursuit of clarity, focus, and financial freedom. We bring a forward-thinking approach to addressing your financial needs while striving to take the stress off your shoulders. Relax and turn your attention to what really matters: your family, your business, and your life’s passions. We’ll take care of the rest.
our Team
Step into our Santa Barbara, Santa Maria, or Los Angeles office, and you’ll discover warm smiles and an inviting environment. We understand the caliber of high-touch wealth management service you expect, and it’s built within our firm’s core values to exceed those expectations.
You’ve spent decades building wealth and achieving a certain level of financial success. Both you and your assets deserve the utmost professionalism, respect, and attention to detail when partnering with us. As you get to know us better, you’ll find our entire team is at your service, helping to address every aspect of your financial life—no matter how great or small.
Wealth brings an inherent and undetachable responsibility to posterity, society, and your own values. Our team of wealth advisors have the resources to ease this burden by helping you put a master plan in place.
Wealth brings an inherent and undetachable responsibility to posterity, society, and your own values.
Our ensemble team has the resources to ease this burden by helping you put a master plan in place.
OUR WEALTH MANAGEMENT APPROACH
Listening is where we begin each new relationship. To effectively be of service, your dedicated wealth advisor needs to completely understand what you desire. After defining your personal objectives, we start with a complete audit and inventory of your financial picture. Only then do we draw upon our expertise to develop a plan appropriate for your exclusive situation. This may include cash flow, investment, retirement, estate, insurance, or tax analysis. The result is a wealth strategy that is uniquely yours and yours alone. Optimizing your wealth is a lifelong journey, not a destination.
Ready to discover the difference between going through it alone and moving forward with purpose?
OUR WEALTH MANAGEMENT SERVICES
We pride ourselves on offering a suite of wealth advisory services that cater to every facet of your financial life. Our team of wealth advisors is composed of professionals with a breadth of knowledge and expertise across various financial disciplines. We understand each client’s needs are unique, so we specialize in custom-tailoring our approach to best suit your specific goals and aspirations. We believe in doing what’s right for you and keeping it simple, so you can have confidence that every aspect of your financial well-being is covered.
Take the first step toward financial peace of mind — explore all the areas we can assist you with today.
You deserve a partner in your financial life. Our entire wealth management team is ready to come alongside you and your goals.
Ready to learn more about working together?