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Wellworth Financial was founded with the goal of assisting our clients with many aspects of their financial lives. We’ve provided the most personal service available, with the goal to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.

Not only do your investment strategies need to align with your goals, they should also work within your risk tolerance level. We take all this into account when we perform our extensive portfolio review, while also figuring in your specific time horizon, investment objectives, tax efficiency and inflation impact. We also design, implement and monitor your portfolio.

CARING

One of our primary goals is to develop a long-term, trusting relationship with you. We accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

INDEPENDENT

We aren't tied to products or services from a single company or family of companies but are free to find those products and services that may be most appropriate for our clients.

PRACTICAL

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

Long Term Care

Without any conflicts of interest we put your needs first. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. 

Learn more

5640 Stanford Street (branch address)
Ventura, CA 93003

3345 State Street
PO Box 30226 (mailing address)
Santa Barbara, CA 93130

ALTERNATE APPOINTMENT LOCATION

3700 State Street Suite 310

Santa Barbara, CA 93105