The Bahnsen Group opened a new office in Santa Barbara, California.
Published
Signal category
Operations & Supply
Quote
“The Bahnsen Group’s brand new office in Santa Barbara, CA is alive and kicking”
— David L. Bahnsen|The Bahnsen Group team
Company
The Bahnsen Group
What we do is manage money, and we do it for real people. And we do it all because we love the work.
- Industry
- Financial Services
- Location
- Newport Beach, US
- Company size
- 97 employees
The Bahnsen Group has built a strong reputation for delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives. The Bahnsen Group views Wealth Management as a combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we’ve spent months and years cultivating relationships. While many of our services are insourced (where we’ve added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own “family office” working for them. These services and resources will further enhance the value of your Bahnsen Group experience. For additional information and disclosures, please visit: https://thebahnsengroup.com/ Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.
Founded 2014