• Holiday Membership Mixer

  • The Rice Partnership

    • Wealth Management
    1304 Santa Rosa Street
    San Luis Obispo, CA 93401
    (808) 936-3449
    Hours:
    By Appointment Only.

    About Us

    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 read more
    • About

      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.

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    • Directions

      Santa Rosa Exit off of Highway 101.