We commit ourselves, our resources and our ideas to provide our clients with exceptional service and solutions. We will strive to become an important member of our client’s management team and/or their trusted advisor. We will help our clients to maximize their wealth. We pledge to seek innovative solutions in the ever-changing business and economic environment.
We will treat every relationship with integrity and respect.
Member : American Institute of CPAs, California Society of Certified Public Accountants, Channel Island Chapter of CA Society of CPA's
Filippini Wealth Management Inc - As a multifaceted group, we serve our clients with a single full-service group of companies they can turn to for all of their financial needs.
319 East Carrillo Street Suite 201, Santa Barbara, CA 93101
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training.