Wealth Management Strategies | Santa Ynez, CA

Wealth Management Strategies

Where People, Purpose,
and Principles Unite

Providing financial guidance to help you live a life of meaning and impact.

The Meaning Behind the Money

Living your best life doesn’t mean being the richest person on the block with the biggest house and the nicest car. It’s about creating the best version of yourself and aligning your wealth with your values so you can make an impact on the people and causes you care about the most. When you become who you want to be, you realize there’s so much more to your success than the money and status that comes with it, and our job is to help you find your way there.

At Wealth Management Strategies, we don’t believe in generating wealth for the sake of generating wealth—instead, we help you infuse purpose into your work and wealth so you can live life meaningfully. Capital and status are powerful tools, but they are just that—vessels through which you have the opportunity to create a better life for yourself, your family, and your community. A strong financial foundation can have a profound impact on your future; and likewise, a lack of preparation can distract you from the values and goals in your present. Our job is to help you enrich your current life while you prepare for the future.

The WMS Difference

Three Pillars of Wealth

Your financial status is just one piece of your wealth and wellbeing. That’s why our firm is dedicated to helping you understand and discover each aspect of wealth—to help you manage and maximize your money with purpose. We help our clients improve their lives as a whole, and we define sustainable wealth with these three pillars:

  • I
    Cultural Wealth
  • II
    Community Wealth
  • III
    Capital Wealth
 

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Specializing In

We know the impact a strong financial foundation can have on your future; likewise, we know that a lack of preparation can distract you from the values and goals in your present. Whether we’re helping you establish an estate plan, wealth transference, executive benefits, or a retirement plan, we want you to enrich your current life while you prepare for the future. Living well isn’t just about depriving yourself now so you can store wealth for later. Retirement isn’t about reaching a certain age so you can quit working. Purpose-driven wealth management leads you beyond the numbers to something we like to call “reinspirement”—a time when your assets are able to sustain your lifestyle and you get to work because you love what you do.

Our clients are the type of passionate, successful people who want to make a difference; they’re curious and coachable and want the best life for their families and people in their communities. We often become a trusted guide to our clients as we help them channel their passions into sustainable action. We’re here to help you make wise decisions that mold you into the best version of yourself because we believe that’s what wealth management should be—helping you love the life you live so you can pour life into others.