Wealth Management

In many ways, wealth management is life management.

Our locally based group of advisors are acutely focused on crafting a unique offering that can deliver on your individual financial goals and personal dreams. We are everything but the one size fits all model of larger institutions. We are confident that you will enjoy the personalized service from a dedicated team of specialists, committed to your financial prosperity and respected for their integrity, acumen and performance.

The Montecito Bank & Trust Wealth Management team has an average of 20 years of experience providing private clients and non-profit organizations with financial advice and leadership. Our best-in-class talent hails from some of the most well respected financial management firms, uniquely positioning us to deliver a depth of expertise that is complemented by the individual attention you’d expect from a community leader.

Our Wealth Management Team offers a comprehensive range of Wealth Advisory Services which include:

Online account access tools:

Wealth Management Account Access

To find out more please contact:

Wealth Management
Montecito Bank & Trust
1106-E Coast Village Road
Montecito, CA 93108
(805) 564-0298

Investment Products

Are Not FDIC Insured

May Lose Value

Are Not Bank Guaranteed

Are Not Insured by Any Government Agency

Are Not a Deposit