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Avalan Wealth
Financial Services
Santa Barbara, CA 315 followers
Sound advice goes beyond good investments.
About us
Avalan is a comprehensive wealth management firm that works closely with clients and utilizes a consultative approach to financial, business, investment and personal planning needs. Through our defined wealth management process, we provide counseling for a limited number of high-net-worth individuals, closely held corporations, trusts and pensions. Our goal is to enter into long-term, mutually-beneficial relationships, which we develop to not only be lifelong, but multigenerational as well. Therefore, we engage in new relationships only after we determine that our services add substantial value in assisting our clients achieve their goals and all that is important to them. In every aspect of our work we provide an uncompromising commitment to administer world-class client service while striving to accomplish each of our clients’ highly individualized wealth management needs.
- Website
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http://www.avalanwealth.com
External link for Avalan Wealth
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Santa Barbara, CA
- Type
- Self-Owned
- Founded
- 2011
- Specialties
- Wealth Management, Business Planning, Investment Planning, and Personal Planning
Locations
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Primary
Get directions
233 E. Carrillo St.
Suite B
Santa Barbara, CA 93101, US
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Get directions
325 E. Hillcrest Dr.
Suite 170
Thousand Oaks, CA 91360, US
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Get directions
1610 Oak St.
Ste. 105
Solvang, CA 93463, US