Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living.

Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. 

Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.

Investment Management

Mission Wealth

Mission Wealth's headquarters in Santa Barbara, CA, United States

This department provides financial advice and investment management services to clients to help them achieve their financial goals.

Wealth Management

The Client Services and Advisory Team at Mission Wealth focuses on providing comprehensive and customized financial solutions to clients. Their responsibilities include managing client relationships, designing and implementing personalized portfolio strategies, offering advisory services on tax planning, estate planning, charitable giving, and retirement planning, and ensuring all aspects of the clients’ financial lives are harmoniously integrated. The team acts as a liaison between clients and other financial professionals, such as accountants and insurers, to ensure seamless, comprehensive wealth management.

Client Services and Advisory Team

The Leadership Team at Mission Wealth is responsible for steering the strategic direction of the company, ensuring operational excellence, and driving growth. Composed of senior executives, including the CEO, President, and various specialized officers, this team collaborates to oversee the firm's financial health, innovate service offerings, and maintain the highest standards of client satisfaction. They also ensure regulatory compliance and foster a culture that aligns with Mission Wealth's core values and mission.

Leadership Team

This department oversees investment strategies and management at the executive level.

The Investment Team at Mission Wealth is responsible for designing, implementing, and managing customized investment portfolios for our clients. They conduct thorough analyses to ensure alignment with clients' financial goals and integrate investment strategies with other facets of wealth management such as tax planning, estate planning, and risk management. The team continually monitors market conditions and client portfolios to optimize performance and make necessary adjustments. Through collaboration with other professionals, they ensure that clients receive comprehensive and integrated financial advice.

Investment Team

The Operations Team at Mission Wealth ensures the seamless execution of our comprehensive wealth management services. This team is responsible for optimizing internal processes, managing integrations, supporting mergers, and maintaining operational efficiency. They facilitate communication between various departments and ensure that all client services, from financial planning to estate document reviews, are delivered with the utmost precision and timeliness.

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Other teams

Client Services and Advisory Team

Leadership Team

Investment Management

Investment Team

Operations Team

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People (87)

Jobs (0)

Other teams

Client Services and Advisory Team

Leadership Team

Investment Management

Investment Team

Operations Team

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