Montecito Capital Management

Services Offered

• Wealth Management
• Portfolio Management
• Investment Management

About

Montecito Capital Management is a registered investment advisor located in Santa Barbara, California, offering personalized wealth and portfolio management services since 2004. The firm specializes in providing conflict-free financial counsel to individuals and families, particularly during the accumulation phase of assets and in retirement. Founded by Kip Lytel, CFA, who has over two decades of experience in investment leadership, the firm emphasizes a tailored approach to financial planning. Their services include investment management and wealth planning, aimed at helping clients achieve their financial goals.

Reviews

Location

Business Information