Kipley Lytel & Montecito Capital Management Awarded by Wealth & Money Management for Best Wealth Management Practice in 2018
Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA are winners of the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine.
Santa Barbara, CA, July 09, 2018 --(PR.com)-- The 2018 Wealth & Money Management Awards continue to be dedicated to celebrating the hard work, and dedication, of those working in this integral industry from asset managers, financial planners, HNWI services and specialist banking providers to name but a few. According to award recipient, Kip Lytel, “Montecito Capital Management has values aligned with our clients and we could not have achieved this award without their support, appreciation and loyalty. We also understand the market for financial advisors is highly competitive with many choices, therefore we strive to distinguish ourselves by meeting our clients' needs at every level of financial complexity. It starts with responsiveness & accessibility but ends with exceptional results.”
Wealth & Finance magazine’s award coordinator commented on awards, as follows: "Financial management is an arduous and complicated task; therefore, many individuals, business people and families look for support to guide them through the complex process of managing their money. From ensuring tax compliance, to assisting clients through monumental life changes, those working in the wealth management industry often become much more than just advisors, developing strong relationships with clients as they navigate many of life’s challenges together."
According to the Wealth & Finance INTL publication: "The Wealth & Money Management Awards aren’t limited to large businesses nor does your enterprise need to reside in a financial hotspot. Rather, the Wealth & Money Management Awards are interested in gauging the dedication and commitment across the host of aspects the role entails. While considering the results achieved for their clients. Whether you assist with managing their wealth, planning their business, or their family’s future, or provide general – but no less vital – financial advice."
Steve Simpson, Awards Coordinator, commented: "As such it is my honor to be able to showcase the very best from across this vital market, and I would like to wish each of my winners the very best of luck going forward. Over the years, we have seen many outstanding firms take part in the program, and hope this year sees even more candidates come forward to challenge the current winners."
To have your say on who the very best players in the industry are and ensure their worldwide recognition this year, fill out the nomination form below. They also accept self-nominations, so please feel free to put yourself forward for consideration.
Montecito Capital Management Group ("Montecito Capital Management") has been advising clients with personalized wealth management services since 2004 and the firm's founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. As a Registered Investment Advisor ("RIA") we provide conflict-free counsel to individuals, families and trusts during the accumulation of asset phase or in retirement, including scheduled asset distribution periods.
Wealth & Finance INTL is dedicated to providing fund managers and institutional and private investors around the world with the latest industry news across both traditional and alternative investment sectors. But Wealth & Finance is more than just a magazine. Alongside our monthly publication, we also produce a website that is updated daily with the latest news, features, opinion and comment, again in conjunction with a host of top-level advisors, experts and businesspeople.
Montecito Capital Management
225 East Carrillo Street, Suite 203
Santa Barbara CA 93101
(800) 943-2295
Email: ContactUs@McapitalMgt.com
http://www.mcapitalmgt.com
Wealth & Finance magazine’s award coordinator commented on awards, as follows: "Financial management is an arduous and complicated task; therefore, many individuals, business people and families look for support to guide them through the complex process of managing their money. From ensuring tax compliance, to assisting clients through monumental life changes, those working in the wealth management industry often become much more than just advisors, developing strong relationships with clients as they navigate many of life’s challenges together."
According to the Wealth & Finance INTL publication: "The Wealth & Money Management Awards aren’t limited to large businesses nor does your enterprise need to reside in a financial hotspot. Rather, the Wealth & Money Management Awards are interested in gauging the dedication and commitment across the host of aspects the role entails. While considering the results achieved for their clients. Whether you assist with managing their wealth, planning their business, or their family’s future, or provide general – but no less vital – financial advice."
Steve Simpson, Awards Coordinator, commented: "As such it is my honor to be able to showcase the very best from across this vital market, and I would like to wish each of my winners the very best of luck going forward. Over the years, we have seen many outstanding firms take part in the program, and hope this year sees even more candidates come forward to challenge the current winners."
To have your say on who the very best players in the industry are and ensure their worldwide recognition this year, fill out the nomination form below. They also accept self-nominations, so please feel free to put yourself forward for consideration.
Montecito Capital Management Group ("Montecito Capital Management") has been advising clients with personalized wealth management services since 2004 and the firm's founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. As a Registered Investment Advisor ("RIA") we provide conflict-free counsel to individuals, families and trusts during the accumulation of asset phase or in retirement, including scheduled asset distribution periods.
Wealth & Finance INTL is dedicated to providing fund managers and institutional and private investors around the world with the latest industry news across both traditional and alternative investment sectors. But Wealth & Finance is more than just a magazine. Alongside our monthly publication, we also produce a website that is updated daily with the latest news, features, opinion and comment, again in conjunction with a host of top-level advisors, experts and businesspeople.
Montecito Capital Management
225 East Carrillo Street, Suite 203
Santa Barbara CA 93101
(800) 943-2295
Email: ContactUs@McapitalMgt.com
http://www.mcapitalmgt.com
Contact
Montecito Capital Management Group
Paul Turner
(800) 943-2295
http://www.mcapitalmgt.com
Paul Turner
(800) 943-2295
http://www.mcapitalmgt.com
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