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You’ve worked hard to get to this point. Now you want the money you’ve earned to work hard for you –
so you can relax and enjoy.
Of course, preserving what’s taken a lifetime to build takes intelligent planning and skillful investment management,
the kind provided by the experienced professionals at Montecito Bank & Trust.
Whether it’s designing an investment portfolio, managing real estate or working with your attorney, it’s all part
of the personal attention you’ll receive at Montecito Bank & Trust.
Customized Wealth Management solutions — one of the many Paths to prosperity
®
you’ll find at Montecito Bank & Trust.
What’s your path?
“At this point in our lives,
peace of mind
is what we value most.”
WEALTH MANAGEMENT
Investment Management and Advisory Services
Trust and Estate Services
www.montecito.com
Call for more information:
Santa Barbara:
1106-E Coast Village Road, Montecito, CA 93108
•
805 564-0219
Solvang:
591 Alamo Pintado Road, Solvang, CA 93463
•
805 686-8620
Ventura/Westlake Village:
701 E. Santa Clara Street, Ventura, CA 93001
•
805 830-8005
Member FDIC