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Cresset Santa Barbara Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Santa Barbara wealth advisors.

Contact Our Santa Barbara Office

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Our Santa Barbara Wealth Advisory & Family Office Team

Meet the Santa Barbara wealth advisors providing a boutique experience dedicated to your needs.

Stuart Birdt

Stuart Birdt, CFA

Managing Director, Wealth Advisor
Amy MacLeod

Amy Macleod

Managing Director, Wealth Advisor
Nathan Stoker

Nathan Stoker, CFP®, CSRIC®

Associate Director, Wealth Advisor
Talk to an Advisor

Santa Barbara Location

120 E De La Guerra St
Suite 1
Santa Barbara, CA 93101

805.328.5216

Our Santa Barbara Family Office

Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Santa Barbara office is located in downtown Santa Barbara next to the Santa Barbara Historical Museum. It is within walking distance to well-known State Street, as well as the historic Presidio and beautiful courthouse. We serve clients throughout Southern California and across the US from our 22 office locations.
 
Our Santa Barbara financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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