A legacy for generations

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Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Wasserman Profile Photo

    Michael Wasserman

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • FL
    • MA
    • NJ
    • NY
    • OR
    • PA
    • SC
    • TX
    • WA

    Michael launched his career in 1989 as an intern in Quantitative Research with the bank Societe Generale in Paris, France. Today, Michael manages and protects the continued prosperity of 40 successful entrepreneurs and their families. His professional service philosophy rests on connected communication and responsiveness, guiding clients through a customized investment strategy aimed at successfully reaching their personal financial goals. Michael has managed his clients’ wealth through three recessions and several market corrections. These challenging cycles have reinforced Michael’s belief that there is no responsibility more critical than the professional stewardship of entrusted client assets.

    Michael is multilingual and conducts daily client communication in several languages including English, Portuguese, Spanish and Hebrew. Prior to receiving his M.B.A at Babson College, Michael served in an infantry combat unit of the Israeli Defense Forces. He is actively involved with local nonprofits in the areas of education and social support services to the underserved in his community. When he is not training for an endurance athletic event, Michael enjoys spending time with his wife and two daughters.

          222 East Carrillo Street
          Suite 106
          Santa Barbara, CA 93101
        • Christopher Gallo Profile Photo

          Christopher Taylor Gallo, CFP, CIMA, CPWA

          Senior Vice President–Wealth Management

          Financial Advisor

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          • CA
          • CO
          • CT
          • HI
          • IN
          • MA
          • MD
          • NC
          • NY
          • OH
          • OR
          • TX
          • WA

          Christopher began in financial services after graduating from UC Santa Barbara in 1992. Chris spent 23 years with Merrill Lynch before moving his practice to UBS in 2016. Chris works with clients to map out their financial future, develop an investment strategy and integrate UBS world-class insights in to an actionable plan. Working with over 30 local and countrywide families, Chris positions himself as their financial coach, trying to mitigate the sometimes powerful emotions that cause clients to abandon their long term strategies during the many ups and downs of the stock market.

          Chris also puts a premium on transparent client communication—clients know the costs and value they receive up front and throughout and he is committed to always putting the client’s interests first and foremost.

          Chris believes in staying on the cutting edge of financial developments and that includes his continuing education. Chris earned and holds the Certified Investment Management Analyst® (CIMA®) designation through the IMCA and Wharton School of Business. He completed a coursework and certificate, the Fundamentals of Alternative Investments, through the IMCA and CAIA in 2016 and is currently enrolled in the Certified Private Wealth Advisor (CPWA®) program run in conjunction with the IMCA and UCLA to be completed in December 2017.

                222 East Carrillo Street
                Suite 106
                Santa Barbara, CA 93101

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