Filippini Wealth Management, Inc. Email Format
Financial ServicesCalifornia, United States2-10 Employees
Filippini Wealth Management, Inc. is a small, independent, family-owned financial services firm based in Santa Barbara, California. It positions itself as a single, full-service group that clients can turn to for all of their financial needs, with offices in Montecito (Santa Barbara) and Westlake Village. Its offerings span investments, retirement planning, tax planning, estate planning, insurance, and real estate, coordinated by teams that work closely together to manage multiple aspects of clients' wealth. This integrated approach is intended to provide comprehensive guidance across the different stages of a client’s financial life within a single organization.