Valdez Wealth Management Group joins Wells Fargo Advisors
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Read More →New alliance spurs social investments on the Central Coast
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Read More →Involve your children in philanthropy
By Mike Feldman Over the next few decades, an estimated $30 trillion is expected to pass from baby boomers to their heirs in the biggest wealth transfer in history. Unfortunately, most family wealth is earned and lost within three generations. Engaging the younger generations in philanthropic efforts is one way to prepare them for future Read More →
Read More →PennyMac declares dividend of 54 cents
The board of trustees for PennyMac Mortgage Investment Trust declared a dividend of 54 cents for the Westlake Village company’s stockholders May 23. The dividend will be paid on June 15 to stockholders of record June 1. • Contact Marissa Nall at mnall@pacbiztimes.com.
Read More →Wealth manager, baseball player Lon Morton dies at 72
Story updated at 10:50 a.m. April 20: Lon Morton, a former minor league baseball player who pioneered the field of investing in alternative assets, has died. He was 72. Morton founded Morton Capital Management in the early 1980s, helping wealthy investors diversify their holdings with real estate and other forms of assets that provided stable Read More →
Read More →Mercer Advisors acquires Duckworth Wealth Advisors
Santa Barbara-based investment firm Mercer Advisors acquired Duckworth Wealth Advisors in Newport Beach, the company announced Feb. 13. Mercer acquired Duckworth and its $160 million in client assets for an undisclosed price, creating a combined company with more than $9.6 billion and 6,400 clients nationwide. Duckworth offers investment management, financial planning, estate and tax planning Read More →
Read More →Opes Advisors relocating Santa Barbara office
Financial services firm Opes Advisors is relocating its Santa Barbara office to the Presidio Avenue neighborhood at the end of the month. The Cupertino-based firm is moving from its 2,600-square-foot 126 E. Carrillo St. space to a 1,200-square-foot location at 800 Presidio Ave. Its lease was up for renewal, the company said. The former Be Read More →
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