The Vivid Team
Serving the greater Orcutt, CA; Arroyo Grande, CA; and Lompoc, CA, areas.
Talk to the team
Location
Orcutt, CA, 93455 (805) 937-4556
A team behind every plan
At the Vivid Team, we pride ourselves on our comprehensive approach to financial planning, from the Bay to LA. Our office features in-house CPAs who work right down the hall from our financial and tax advisors, minimizing communication delays and optimizing your financial planning. We also maintain strong relationships with estate attorneys, so if anything happens, your family will have someone to call. Our goal is to be the last financial advisor your family needs, to and through retirement. We aim to uphold our reputation on the Central Coast of California with every handshake we make. Contact us today to experience the difference of comprehensive and personalized financial planning.
Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Orcutt, CA
Orcutt, CA 93455
Arroyo Grande, CA
Arroyo Grande, CA 93420
Lompoc, CA
Lompoc, CA 93436
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Vivid Team
What we’re thinking about
Tax-Loss Harvesting: A Practical Guide to Reducing Investment Taxes
Webinar: Year-End Tax Planning Strategies for Financial Success
Newsroom and Resources
View AllKSBY: James Simonaro Interviewed on “California Launches College Savings Program for All Newborns”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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