Your Trusted Financial Partner in Santa Barbara
Your Trusted Financial Partner in Santa Barbara
Wealth Management & Tax
Under One Roof.
Welcome to Coast Village Group. Serving Santa Barbara, Montecito, and Goleta, we combine fiduciary wealth management with expert CPA tax solutions under one roof. Our deep local roots and skilled team provide a powerful, holistic approach that sets us apart. Whether you're a business owner in Goleta, a high-net-worth individual in Montecito, or a professional in Santa Barbara, we deliver personalized, top-tier financial guidance to elevate your future. Trust Coast Village Group for the financial expertise you deserve.
integrated services
Our Integrated Approach to Your Finances
Fiduciary Wealth Management
Maximize your wealth with our professional wealth managers. We tailor portfolio management, financial planning, and investment advice to your goals. Secure peace of mind and financial growth with our dedicated approach.
Fiduciary Wealth Management
Maximize your wealth with our professional wealth managers. We tailor portfolio management, financial planning, and investment advice to your goals. Secure peace of mind and financial growth with our dedicated approach.
CPA Tax Solutions
Minimize your taxes with our expert CPA services. We handle business and personal tax returns, bookkeeping, tax planning, and more. Experience accuracy and peace of mind with our comprehensive tax solutions.
CPA Tax Solutions
Minimize your taxes with our expert CPA services. We handle business and personal tax returns, bookkeeping, tax planning, and more. Experience accuracy and peace of mind with our comprehensive tax solutions.
Fiduciary Wealth Management
Maximize your wealth with our professional wealth managers. We tailor portfolio management, financial planning, and investment advice to your goals. Secure peace of mind and financial growth with our dedicated approach.
CPA Tax Solutions
Minimize your taxes with our expert CPA services. We handle business and personal tax returns, bookkeeping, tax planning, and more. Experience accuracy and peace of mind with our comprehensive tax solutions.
About Santa Barbara
Santa Barbara, nestled between the Santa Ynez Mountains and the Pacific Ocean, is renowned for its stunning beaches, Mediterranean-style architecture, and vibrant cultural scene. The community thrives on a blend of coastal living and rich cultural heritage, with excellent schools, world-class wineries, and a variety of outdoor activities. Known for its welcoming atmosphere and strong sense of environmental stewardship, Santa Barbara is an ideal place for residents and businesses alike, embodying the quintessential California lifestyle.
Santa Barbara, nestled between the Santa Ynez Mountains and the Pacific Ocean, is renowned for its stunning beaches, Mediterranean-style architecture, and vibrant cultural scene. The community thrives on a blend of coastal living and rich cultural heritage, with excellent schools, world-class wineries, and a variety of outdoor activities. Known for its welcoming atmosphere and strong sense of environmental stewardship, Santa Barbara is an ideal place for residents and businesses alike, embodying the quintessential California lifestyle.
Santa Barbara, nestled between the Santa Ynez Mountains and the Pacific Ocean, is renowned for its stunning beaches, Mediterranean-style architecture, and vibrant cultural scene. The community thrives on a blend of coastal living and rich cultural heritage, with excellent schools, world-class wineries, and a variety of outdoor activities. Known for its welcoming atmosphere and strong sense of environmental stewardship, Santa Barbara is an ideal place for residents and businesses alike, embodying the quintessential California lifestyle.
FAQ
How can Coast Village Group help me achieve my financial goals?
We take a personalized approach to your financial needs by combining tax strategies, wealth management, and business advice. Whether you're growing a new business or looking to optimize your wealth, we provide customized solutions to ensure every aspect of your financial life is well managed.
How can Coast Village Group help me achieve my financial goals?
We take a personalized approach to your financial needs by combining tax strategies, wealth management, and business advice. Whether you're growing a new business or looking to optimize your wealth, we provide customized solutions to ensure every aspect of your financial life is well managed.
How can Coast Village Group help me achieve my financial goals?
We take a personalized approach to your financial needs by combining tax strategies, wealth management, and business advice. Whether you're growing a new business or looking to optimize your wealth, we provide customized solutions to ensure every aspect of your financial life is well managed.