Property, with the tax plan attached.

Filippini Wealth Management, Inc. is a licensed real estate brokerage (CalDRE #01937129) and a member of the Santa Barbara Association of REALTORS. We help clients manage, list, sell, exchange, and buy residential and commercial property — locally and nationally.

Structuring tax-based real estate plans is a core part of the work: selling with less friction, reducing landlord headaches, and in some cases increasing cash flow. We specialize in real estate tax savings.

Real estate brokerage is a separate entity from Filippini Investment Advisory.