California Wealth Advisors

California Wealth Advisors is a wealth management firm in Goleta, CA. The firm provides customized financial plans for individuals in pre-retirement, retirement, and post-retirement stages. Led by Owner and CEO Kelley Slaught, the professional team offers advisory services designed to help clients prioritize goals and establish a financial roadmap for the future.

The firm utilizes the MAS Proprietary Process to strategically diversify portfolios and manage risk. This approach focuses on analyzing, evaluating, and developing action-oriented plans. For exclusive private clients, the firm employs the Four Pillars of Financial Wealth process to build a foundation that protects legacies and secures futures. The onboarding process involves establishing the relationship, gathering detailed financial information, analyzing current situations to identify gaps, and developing and presenting actionable recommendations. The team includes professionals serving as relationship managers, a bookkeeper, and an office manager.

California Wealth Advisors is recognized for having well-documented business information available online. The firm's dedication to providing trustworthy, client-focused service is reflected in their commitment to helping individuals make informed and personalized financial decisions.

The team provides personalized wealth management solutions for residents in Goleta and the surrounding Santa Barbara area.