Montecito Capital Management

Dec 2023

"Montecito Capital Management is an absolute standout in the world of investment advisories.The personalized approach to wealth and portfolio management is exceptional, tailored precisely to individual and family needs. What truly sets them apart is their unwavering commitment to conflict-free counsel, guiding clients through asset accumulation or retirement with unparalleled expertise.Highly recommend for anyone seeking top-notch financial guidance!" Thank you Kip Lytel!

Nov 2023

Very hands-on, knowledgeable and well-thought out investment (& retirement) planning. The fees are fair, and lower than the others advisors I met during my vetting process. I like that Kip Lytel, my advisor, is always very responsive and actively tracks economic data, earnings, stocks, bonds, valuations, politics and everything that might impact my portfolio. Happy with results!

Nov 2018

Truly excellent investment advisory services. Kipley and the team have an incredible depth of knowledge, and it shows not only in their performance, but in their frequent articles and newsletters, and their clear, understandable responses to questions. I've never been anything less than satisfied.