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Who We Are

At our firm, we have the client—and only the client—in mind.

Legendary business guru Jim Rohn said, “You either get through the day, or from the day.”  Life is the same way.

The best way to get from life is to proactively plan it out, allocate your resources and effort, and minimize the need or temptation to react to circumstances that can disrupt your momentum.  Critical life events occur for everyone, not to mention that the magnitude of noise and static is intense, both of which create anxiety and uncertainty. 

Our philosophy is simple: our client relationship is maintained through the responsible overseeing and protection of their valued assets.  This way, clients can focus on what truly matters in their lives.

Professional Side of Us

Andrew J. Wright

President & Chief Compliance Officer

(805) 592-1221

(805) 592- 1222

The lighthouse symbolizes navigating through storms and rough waters. Like the lighthouse, our wealth management strategies help steer clients in the right direction and keep them on course and away from hazards.

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Li Zhang

Operations Manager

(805) 592-1221

(805) 592-1222

Li is dedicated to meeting all client service needs. She oversees our office operations and manages client service requests. Her legal background, resourcefulness and detail-oriented nature ensure high client satisfaction.

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Plans are nothing, but planning is everything. - President Dwight Eisenhower

A Good Fit?

A Good Fit?

We are suited for clients who understand the dynamic and fluid nature of their perpetually evolving needs, and who aspire to building a long-term commitment that is of durable value.

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