Walker Guy R

Wealth Management Strategies is a financial advisory firm located in Santa Ynez, CA, dedicated to helping individuals and business owners align their wealth with their values to make a meaningful impact on their lives and communities. They believe that true wealth goes beyond financial status and focus on three pillars of wealth: cultural wealth, community wealth, and capital wealth. With a specialization in retirement planning, estate legacy planning, wealth transfer, and executive benefits, Wealth Management Strategies aims to help their clients enrich their current lives while preparing for the future. They strive to guide their clients towards a purpose-driven approach to wealth management, where assets sustain their lifestyle and work becomes a source of passion and fulfillment. Their team of experienced professionals is committed to helping clients make wise decisions that lead to a fulfilling and impactful life.Generated from the website

Since 1972, One West Insurance Services, Inc. has been serving truckers and the transportation industry, as well as providing business, agriculture, construction, workers compensation, health & life insurance...

AmeriTrust Capital Management Ltd. is a fee-only investment advisor based in Santa Ynez, CA, providing personalized investment advice to individuals and businesses for over twenty years. Their unbiased services are designed to assist clients in achieving their long-term investment and financial goals, offering retirement planning and education, wealth estate management, and guidance on investing in stocks, bonds, mutual funds, and more. Their team of experienced professionals, including the President and CEO Mark J. Kavaloski, work together to build deep and meaningful relationships with clients, ensuring proactive and transparent communication. AmeriTrust Capital Management serves a diverse range of clients, including individuals, families, and businesses, and is committed to helping clients achieve peace of mind and financial freedom.Generated from the website