Panoptic Wealth Management is a Registered Investment Adviser (RIA) based in Santa Barbara, California. The firm operates on a fee-only basis and acts as a fiduciary, meaning it is legally obligated to act in its clients' best interests. Its mission is to provide a holistic, 360-degree view of a client's financial life, integrating investment management with comprehensive financial planning that includes retirement, tax, and estate strategies. The company emphasizes a disciplined, long-term approach to help clients achieve their financial goals.

Founded in

Australia