The Rice Partnership

 
 
 
 
 
 
 
 
 
 
 

The Rice Partnership

1304 Santa Rosa St.
San Luis Obispo, CA 93401 | map | directions
(805) 517-4122
The Rice Partnership is a group of trusted wealth advisors that have been serving individuals, families, foundations, and endowments for over 30 years. The Rice Partnership prides itself on taking a personal and responsive approach to wealth management, providing customized solutions tailored to fit our clients' needs. It is a holistic approach that seamlessly integrates asset allocation and diversified investment portfolios with tax, trust, estate, philanthropic, and family office objectives. The goal is to simplify our clients' lives and enhance peace of mind. We also guide clients as they envision and implement family legacy, which may extend over many generations.
Member Since: 2018
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 (Date: 11/10/2019)