Pacific Capital

As a privately-owned company, Pacific Capital is not bound by the bureaucracy or shareholder agendas of the large Wall Street investment banks. We are able to draw from the their resources without the pressure to sell their products and services. Today's wealthy families prefer independent wealth advisory firms for their transparency, flexibility and objectivity. Over half of "financial advisors" work as brokers for an bank or a brokerage firm. That is not the only option for today's wealthy families. By working with an independent firm, clients don't sacrifice security or the safe custody of their assets. We offer the stability of a world-class company, Charles Schwab, who has $1.7 Trillion in assets under management and a reputation for outstanding service. We appreciate Schwab's client-centered approach, the safe asset custody, the open investment menu and competitive pricing. Our professional affiliations provide clients with access to the world's financial markets, investment expertise and credibility needed to reach their financial goals. Many of our clients accumulated large sums of wealth through businesses they have owned. We sit on the same side of the table as a privately-owned company facing the same challenges as they do in achieving their goals. Who better to provide guidance and support than a professional team that has walked, and continues to walk, in your shoes? We are founded on the principle that true independence from corporate bias and sales quotas brings higher quality advice and service to our clients. With the freedom to be more client-centric, we can personalize your experience and spend more time focused on your investment portfolio.