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December 2023 by AR AR
"Montecito Capital Management is an absolute standout in the world of investment advisories.The personalized approach to wealth and portfolio management is exceptional, tailored precisely to individual and family needs. What truly sets them apart is their unwavering commitment to conflict-free counsel, guiding clients through asset accumulation or retirement with unparalleled expertise.Highly recommend for anyone seeking top-notch financial guidance!" Thank you Kip Lytel!
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November 2023 by Mark Wilson
Very hands-on, knowledgeable and well-thought out investment (& retirement) planning. The fees are fair, and lower than the others advisors I met during my vetting process. I like that Kip Lytel, my advisor, is always very responsive and actively tracks economic data, earnings, stocks, bonds, valuations, politics and everything that might impact my portfolio. Happy with results!
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November 2022 by Josie Pugh
Outstanding advisory experience. Very patient, good returns overall and helps with my other asset decisions.
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November 2022 by Paul Turner
An overall amazing advisory firm.
