We believe time is a Client's most valuable asset
and best spent on their passions and in comfort
knowing their financial affairs are well-managed.
BERGQUIST WANG is a boutique firm with the mission of providing highly-personalized, comprehensive, and fee-only financial planning and investment advisory services to clients seeking creative solutions to their unique individual situations.
By performing the intensive and specialized work necessary, we assist our clients in achieving their long-term goals and objectives without the burden of daily management.
Based in Santa Barbara, California, our firm is independent and owner-managed with over 80 years of collective experience. We are a Registered Investment Adviser (RIA) and, as a fiduciary, dedicated to serving the needs of our clients with their interests being of paramount importance.
Comprehensive Financial Planning
At BERGQUIST WANG, we develop a customized and comprehensive plan for each financial planning client. This process begins with a thorough review and deep discussions surrounding goals and objectives. Recognizing topics of personal finance can be a sensitive area, we focus on building a foundation of comfort and trust. We find this step to be a key aspect of our work as deliberate and thoughtful conversations can unlock a client’s true desired outcomes.
Our team is highly-skilled and well-experienced in utilizing unique planning strategies to create a path towards those identified goals. This includes tax considerations, estate planning alternatives, retirement aspects, gifting strategies, and a variety of other planning matters. Once the financial plan is fully developed, we walk with our client throughout the implementation and monitoring stages.
We build investment portfolios based upon long-term investment strategies incorporating the principles of Modern Portfolio Theory. The findings of this Theory state that strategic asset allocation is determinative of the majority of the expected long-term gross returns of a client's portfolio.
We implement a global, multi-asset class approach. Our investment process includes a tactical asset allocation overlay, which allows us to balance risk versus return in changing market environments. Additionally, we utilize our proprietary stock selection model which is based on concepts that have a proven positive relation to the expected relative price performance of a stock. This unique model, which was extensively back-tested and has been running live since early-2000, assists us in identifying attractive equity investments, which then go through a rigorous fundamental analysis prior to selection.
tel 805 568 5313 fax 805 568 5315
1114 STATE STREET, SUITE 300
SANTA BARBARA, CA 93101
first name @BERGQUISTWANG.COM