Client Experience

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At Pacific Capital, the client experience is our highest priority. From the first appointment, you will recognize a different level of attitude and service. Our entire process is based on listening to you, so that we can appreciate both your goals and concerns. Your wealth is only a means to an end and we strive to truly understand where you want to be 1, 10 or 20 years from now. You can expect proactive communication whether the markets are up or down.  We look forward to consistent appointments to better understand your changing needs, to report on progress, and to share new insights in our wealth management strategies. In addition to frequent communication, you receive performance results, custom statements, access to a variety of world-class economic and market research resources, and invitations to our regular private client events.

We counsel with your CPA and estate planning attorney to allow for professional collaboration of your family’s financial life. We also review legacy planning and asset protection issues in your financial plan, including life insurance and long-term care. We strive to make sure every aspect of your financial affairs is in order.  With Pacific Capital, you benefit from a truly open menu of professional investment strategies.

As an independent company, we work for you and are dedictated to achieving your wealth management needs.  We sincerely appreciate the trust and friendship we develop with each client. Over the past five years, our service efforts led to a 99% client retention rate. We strive to provide peace of mind through our disciplined wealth management process and welcome feedback to improve our client experience.