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.

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 21 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.

$60B+ Family Office

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.