The resources of a large firm, with the personal attention of a small practice.
The Physician Resource team at Pacific Capital utilizes a holistic approach to financial planning that focuses on addressing the unique and specific needs of physicians, their families, and their practices.
We balance long-term wealth building and distribution solutions, with appropriate levels of risk management and asset protection, to create a plan that performs under a wide variety of possible futures.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.