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1715 42nd Avenue C
Capitola CA. 95010
831-475-3442
Money Concepts was developed to provide a “holistic approach” to wealth management. Founded in 1979, our systems, procedures and techniques have been refined over the years making us the state-of-the-art in financial services.
Why Use Money Concepts Advisors?
Consultants Not Dictators
At Money Concepts, our advisors take a consultative approach looking at their clients’ entire financial picture. Then, they develop a plan to help their clients get to where they want to go.
Committed
Money Concepts’ advisors are committed to providing their clients with the finest in wealth management and financial planning services. Our advisors are free to work with clients in a way that best meets their clients’ needs and desires.
Understanding
Our advisors understand that wealth management is a process, not a product. As such, our clients receive ongoing money-mentoring and coaching. Our advisors are there when you need them.
Independent Products
Since Money Concepts does not offer any proprietary products, our advisors can choose from literally the “Who’s Who” in financial services. The only caveat is that the product(s) or services meet the clients’ needs and desires.
Educated
Money Concepts financial advisors attend a minimum of thirty hours of classroom education each year, over twice the industry average. They do this for one reason only… to better serve their clients with the latest in products, services and tax strategies.
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