Santa Barbara
One Conversation. The whole picture.
Investments. Insurance. Real Estate. Tax.
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Four doors. Or one.
The usual path: a broker, a CPA, an insurance agent, a realtor. Four appointments. Four stories. None of them see the whole picture.
Everyone elseThe Filippini
The mess vs the folder
Most “wealth management” is a pile of other people’s leftovers.
A login here. A policy there. A tax return in April. A realtor who has never seen the portfolio. Ian and Alex sit with all four on the same table.
Four panes. One window.
This is the advantage. It is visual on purpose.
One entrance
Walk in once. The rest of it is already in the room.
The family
Ian and Alex. Still the same practice their father started.
Not a platform. Not a call center. Two brothers in Santa Barbara who can sit with a family across investments, insurance, property, and tax.
Meet Ian and Alex →
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No open calendar. We will reach out when we can give you real attention.