Montecito Capital Management Group and its founder, Kipley J. Lytel, CFA receive the 2018 Wealth & Money Management Award for Best Wealth Management Practice in Southern California. The awards are presented by Wealth & Finance magazine.

Santa Barbara, CA -- (ReleaseWire) -- 07/10/2018 -- Kipley Lytel, CFA & Montecito Capital Management are winners of the 2018 Wealth & Money Management Award which continues to be dedicated to celebrating the hard work, and dedication, of those working in this integral industry from asset managers, financial planners, HNWI services and specialist banking providers to name but a few. According to award recipient, Kip Lytel "Montecito Capital Management has values aligned with our clients and we could not have achieved this award without their support, appreciation and loyalty. We also understand the market for financial advisors is highly competitive with many choices, therefore we strive to distinguish ourselves by meeting our clients' needs at every level of financial complexity. It starts with responsiveness & accessibility but ends with exceptional results."

Wealth & Finance magazine's award coordinator commenting on awards, as follows: Financial management is an arduous and complicated task; therefore, many individuals, business people and families look for support to guide them through the complex process of managing their money. From ensuring tax compliance, to assisting clients through monumental life changes, those working in the wealth management industry often become much more than just advisors, developing strong relationships with clients as they navigate many of life's challenges together.

The Wealth & Money Management awards aren't limited to large businesses nor does your enterprise need to reside in a financial hotspot. Rather, we are interested in gaging the dedication and commitment across the host of aspects the role entails. While considering the results achieved for their clients. Whether you assist with managing their wealth, planning their business's, or their family's future, or provide general – but no less vital – financial advice.

Steve Simpson, Awards Coordinator, commented: "From ensuring all relevant fees and taxes are paid to supporting clients through monumental life changes, those working in the wealth management industry often become much more than just advisors, developing strong relationships with clients and supporting them through thick and thin. As such it is my honour to be able to showcase the very best from across this vital market, and I would like to wish each of my winners the very best of luck going forward." Over the years, we have had many outstanding firms take part in the programme, and hope this year sees even more candidates come forward to challenge the current winners.

To have your say on who the very best players in the industry are and ensure their worldwide recognition this year, fill out the nomination form below. We also accept self-nominations, so please feel free to put yourself forward for consideration.

About Montecito Capital Management Group
Montecito Capital Management Group ("Montecito Capital Management") has been advising clients with personalized wealth management services since 2004 and the firm's founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. As a Registered Investment Advisor ("RIA") we provide conflict-free counsel to individuals, families and trusts during the accumulation of asset phase or in retirement, including scheduled asset distribution periods.

Wealth & Finance INTL is dedicated to providing fund managers and institutional and private investors around the world with the latest industry news across both traditional and alternative investment sectors. But Wealth & Finance is more than just a magazine. Alongside our monthly publication, we also produce a website that is updated daily with the latest news, features, opinion and comment, again in conjunction with a host of top-level advisors, experts and business people.

Kipley J Lytel, CFA
Montecito Capital Management
225 East Carrillo Street, Suite 203 Santa Barbara CA 93101
800-943-2295
Email: ContactUs@McapitalMgt.Com

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

For the second year in a row Expertise has selected Montecito Capital Management Group & its Founder, Kipley Lytel, CFA as the Top 20 Financial Advisors in Los Angeles after completing a comprehensive and thorough rating evaluation of 898 advisors.

Los Angeles, CA -- (ReleaseWire) -- 03/09/2018 -- Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA is honored to have again been ranked in the Top 20 Financial Advisors List for 2018, particularly given the depth of 898 candidates considered. According to Managing Wealth Advisor, Kipley J. Lytel, CFA "We continue to be impressed with the rigorous selection process employed by Expertise, which includes a three-step process that scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA." Kip Lytel also expressed his appreciation, "It is rewarding to be recognized for our outstanding investment advisory services by a neutral, third-party advisor ranking entity. Indeed, the five determining factors of Reputation, Credibility, Experience, Availability & Professionalism are a 'best of breed' hallmark of our California-based wealth management practice."

Expertise serves communities by filtering the best experts by area of profession. First, they flag and remove any business with a history of dissatisfied customers, or with limited online information that makes them difficult to contact. Second, they use an in-house software to grade each business on 25 variables across five judgment criteria, which include:

Reputation:
A history of delighted customers as a signal of outstanding service.

Credibility:
Building customer confidence with licensing, industry accreditations, and awards.

Experience:
Masters of their craft, based on years of practical experience and education.

Availability:
Consistently approachable and responsive, so customers never feel ignored.

Professionalism:
Providing customers a seamless experience both online and off.

Third, Expertise hand picks the best. Once the businesses are ranked, Expertise's team manually reviews the highest scoring results to ensure that we can proudly stand behind each of selections. They then gather all of the relevant contact information, and write detailed descriptions to give their readers a clear overview of each business.

About Montecito Capital Management Group
Montecito Capital Management Group is a Registered Investment Advisory firm serving Central and Southern California with offices in Santa Barbara and Los Angeles. The firm has been listed in Forbes as a Top 10 Most Dependable Wealth Manager and holds the coveted "Five Star" ranking from Paladin Registry. Montecito Capital Management Group has been operating in the financial advisory business since 2004 and its founder, Kipley J. Lytel, CFA, has been an investment leader & contributing author on financial topics for over two decades. The firm offers independent, world-class investment expertise and flexible financial road maps to clients on an ongoing basis. The wealth management practice advises individuals and families on their financial affairs during the accumulation of asset phase, or after they have reached retirement. As a team, they offer portfolio, financial and retirement planning specialty counsel with a range of expertise designations, such as Masters of Business Administration (MBA), Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) designations. Montecito Capital Management Group has two conveniently located offices in Santa Barbara and Los Angeles, California.

Contact Us:
Montecito Capital Management Group
800-943-2295
contactus@mcapitalmgt.com
http://www.mcapitalmgt.com

Santa Barbara Office Location: 225 East Carrillo, Suite 203, Santa Barbara, CA 93101

Los Angeles Office Location: 522 S. Sepulveda Boulevard, Office 207, Los Angeles, CA 90049

Media Contact: Paul Turner at Montecito Capital Management Group

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Los Angeles, CA -- (ReleaseWire) -- 03/09/2018 -- Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA is honored to have again been ranked in the Top 20 Financial Advisors List for 2018, particularly given the depth of 898 candidates considered. According to Managing Wealth Advisor, Kipley J. Lytel, CFA "We continue to be impressed with the rigorous selection process employed by Expertise, which includes a three-step process that scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA." Kip Lytel also expressed his appreciation, "It is rewarding to be recognized for our outstanding investment advisory services by a neutral, third-party advisor ranking entity. Indeed, the five determining factors of Reputation, Credibility, Experience, Availability & Professionalism are a 'best of breed' hallmark of our California-based wealth management practice."

Expertise serves communities by filtering the best experts by area of profession. First, they flag and remove any business with a history of dissatisfied customers, or with limited online information that makes them difficult to contact. Second, they use an in-house software to grade each business on 25 variables across five judgment criteria, which include:

Reputation:

A history of delighted customers as a signal of outstanding service.

Credibility:

Building customer confidence with licensing, industry accreditations, and awards.

Experience:

Masters of their craft, based on years of practical experience and education.

Availability:

Consistently approachable and responsive, so customers never feel ignored.

Professionalism:

Providing customers a seamless experience both online and off.

Third, Expertise hand picks the best. Once the businesses are ranked, Expertise's team manually reviews the highest scoring results to ensure that we can proudly stand behind each of selections. They then gather all of the relevant contact information, and write detailed descriptions to give their readers a clear overview of each business.

About Montecito Capital Management Group

Montecito Capital Management Group is a Registered Investment Advisory firm serving Central and Southern California with offices in Santa Barbara and Los Angeles. The firm has been listed in Forbes as a Top 10 Most Dependable Wealth Manager and holds the coveted "Five Star" ranking from Paladin Registry. Montecito Capital Management Group has been operating in the financial advisory business since 2004 and its founder, Kipley J. Lytel, CFA, has been an investment leader & contributing author on financial topics for over two decades. The firm offers independent, world-class investment expertise and flexible financial road maps to clients on an ongoing basis. The wealth management practice advises individuals and families on their financial affairs during the accumulation of asset phase, or after they have reached retirement. As a team, they offer portfolio, financial and retirement planning specialty counsel with a range of expertise designations, such as Masters of Business Administration (MBA), Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP) designations. Montecito Capital Management Group has two conveniently located offices in Santa Barbara and Los Angeles, California.

Contact Us:

Montecito Capital Management Group

800-943-2295

contactus@mcapitalmgt.com

http://www.mcapitalmgt.com

Santa Barbara Office Location: 225 East Carrillo, Suite 203, Santa Barbara, CA 93101

Los Angeles Office Location: 522 S. Sepulveda Boulevard, Office 207, Los Angeles, CA 90049

Media Contact: Paul Turner at Montecito Capital Management Group

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm