You can rely on our more than a half-century of trusted guidance to help reach your aspirations for the future. We're here for you every step of the way like we've been here for hundreds of families in the heart of California's Central Coast. We're an independent investment advisory and brokerage firm that specializes in serving the needs of pre-retirees, retirement, and multi-generational families like yours.
Your portfolio and investment strategies should be as unique as you, your goals, and your financial situation. Our team of advisors is committed to delivering the personalized investment strategies that are crafted specifically for you. We bring you comprehensive investment advisory, financial consulting, wealth management, and retirement planning services.
Your portfolio and investment strategies should be as unique as you, your goals, and your financial situation. Our team of advisors is committed to delivering the personalized investment strategies that are crafted specifically for you. We bring you comprehensive investment advisory, financial consulting, wealth management, and retirement planning services.
Services
We're a multigenerational firm with roots that date back to the 1950s. We were built on the belief that families required more than good investment advice to thrive. Our founder understood that people needed trusted guidance and investment strategies that were customized to their personal situation and dreams.
Steve focuses on asset allocation designed to meet the goals and objectives of each client. Also, he maintains a focus on fixed income solutions, as applicable, to assist clients with their goals. Steve earned his bachelor's degree in economics from the University of California, Santa Barbara. Steve's community affiliations include serving as past director for Mid-State Bank and Trust and the Newman Catholic Center, Cal Poly SLO.
Reaching your goals requires a disciplined approach and a prudent investment philosophy. Our decades of experience and genuine commitment to you means we'll be here to help guide you and your family into the future. As your net worth increases, your investment products, risk management strategies, and retirement preparation become increasingly complex.
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, pleasecontact our officefor assistance.
Making a difference in our community underscores our team's core values. We support and participate in several community organizations and activities throughout the year. Here are some of the causes that are near to our hearts. John-Paul Stornetta is committed to supporting St. Jude Children's Research Hospital.
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