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!

Jun 2016

Just amazing! I used the financial advisory firm Montecito Capital Management for my financial advisory needs, including retirement strategies-plans, money management, children educational accounts 529 (they "comped" this) and to verify we are protected with good trusts, designated health care surrogate forms, etc. The value provided for the services is worth every penny and my advisor (Kipley Lytel) has done a bang up job with steady, healthy return portfolio returns.