• ICM
  • Client Login
    • ICM
    • Client Login
  • Sign In
  • Create Account
  • Bookings
  • My Account

  • Signed in as:

  • filler@godaddy.com

  • Bookings
  • My Account

  • Sign out

Signed in as:

filler@godaddy.com

  • ICM
  • Client Login

Account

  • Bookings
  • My Account

  • Sign out

  • Sign In
  • Bookings
  • My Account
image7

Ironcrest Capital Management

Ironcrest Capital ManagementIroncrest Capital ManagementIroncrest Capital Management

Helping you plan the right future!

Ironcrest Capital Management

Ironcrest Capital ManagementIroncrest Capital ManagementIroncrest Capital Management

Helping you plan the right future!

About Us

A Proven Approach

Our team is privileged to coordinate and advise the financial affairs of a select group of families, corporate executives, and businesses in the Southern California area. We take pride in providing the highest level of personalized, client-focused service. Our team provides technical strategies to complicated financial situations by listening and understanding our clients' goals and objectives.

Our Areas Of Focus Include:

  • Financial & Investment Planning
  • Retirement Income Strategies 
  • Tax-Minimization Strategies
  • Wealth Building Strategies
  • Fixed Income
  • Company Retirement Plans
  • Trust & Estate Planning Services
  • College Education Planning
  • Mortgages
  • Fundamental & Technical Analysis
  • Charting

Why Us?

Additionally, we offer personal & business banking in collaboration with Schwab as well as many other banking services. We work closely with our clients to help ensure our wealth management strategies coincide with the aims of their Tax Advisors and Attorneys. Our client service model prioritizes communication, goal tracking, timely advice and portfolio management. We are committed to delivering a personalized experience, where clients find us attentive and dependable, adding measurable value to their financial lives.

Ray DiBartolomeo

Born in Santa Barbara California, Ray pursued his degree in Kinesiology at the University of Southern California and achieved his doctorate degree at Cleveland Chiropractic College. After years in the Health and Fitness industry, Ray joined Merrill Lynch Wealth Management in 2016 serving Westlake Village, California. In 2020, Ray took on the role as President & Chief Compliance Officer for Ironcrest Capital Management. His mission and his team are dedicated to helping you achieve the best results in your financial circle.

image8

President & Chief Compliance Officer

Contact US

The Future Is Now

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Ironcrest Capital Management

2420 Castillo St. Suite 100 Santa Barbara, CA. 93105

Investing@IroncrestCapitalManagement.com

image9
Our objective in Westlake Malibu Lifestyle is to deliver high-profile, thought-provoking interviews

Copyright © 2020 Ironcrest Capital Management - All Rights Reserved.

Ironcrest Capital Management LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Ironcrest Capital Management LLC and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes and may not be a complete description of financial planning services offered. If you have questions about our services please contact us.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Ironcrest Capital Management LLC unless a client service agreement is in place. 

  • CRS