Client Portals - Financial Advisor Santa Barbara and Goleta

Secure Investment Account Access for Santa Barbara Clients

Access your investment accounts through our secure client portals. Summa Capital Management provides Financial Advisor services in Santa Barbara and Goleta with convenient online account access.

Financial Planning Portal Access for Santa Barbara Families

Our Santa Barbara and Goleta Financial Advisor clients can access their Summa Capital Management portal and Charles Schwab accounts securely online. Monitor your investment performance and financial planning progress.

Investment Management Portal for Goleta Clients

Family Financial Advisor clients in Goleta and Santa Barbara can log in to view their investment portfolios, account statements, and financial planning documents through our secure portals.