BERGQUIST WANG is a boutique firm with the mission of providing highly-personalized, comprehensive, and fee-only financial planning and investment advisory services to clients seeking creative solutions to their unique individual situations. By performing the intensive and specialized work necessary, we assist our clients in achieving their long-term goals and objectives without the burden of daily management.
Based in Santa Barbara, California, our firm is independent and owner-managed with over 80 years of collective experience. We are a Registered Investment Adviser (RIA) and, as a fiduciary, dedicated to serving the needs of our clients with their interests being of paramount importance. At BERGQUIST WANG, we develop a customized and comprehensive plan for each financial planning client.
Based in Santa Barbara, California, our firm is independent and owner-managed with over 80 years of collective experience. We are a Registered Investment Adviser (RIA) and, as a fiduciary, dedicated to serving the needs of our clients with their interests being of paramount importance. At BERGQUIST WANG, we develop a customized and comprehensive plan for each financial planning client.
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