Wealth Management
Founded on long term growth, simple ownership of real companies, and active financial planning.
The same advisor you know, backed by one of the nation's largest broker dealers — with a more personal approach.
A New Practice, A Familiar Face
Icaria Wealth Management is a wealth management practice in Montecito, California. Securities and advisory services are offered through LPL Financial, one of the nation's largest broker dealers — combining the strength and resources of a major financial institution with the attention of a boutique practice. Our website is growing alongside our firm — in the meantime, we'd welcome the chance to speak with you directly.
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