AGP Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC in Santa Barbara, CA, is led by James S Bennett Jr, a seasoned Private Wealth Advisor with 34 years of experience. Specializing in a wide range of financial services, their team focuses on areas such as retirement planning, investments, tax planning, estate planning, and wealth preservation strategies.
With a team of qualified professionals holding certifications such as CFP, CRPC, and APMA, AGP Wealth Advisors offers expert guidance in retirement income strategies, intergenerational planning, charitable giving, and more. Their comprehensive approach to financial advisory services aims to help individuals and families navigate complex financial decisions and achieve their long-term financial goals.
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