Mission Wealth

Description

• Mission Wealth is an independent financial planning and investment management firm with offices across the Pacific West region of the US. Our offices are located in Santa Barbara, CA, San Francisco, CA, Los Angeles, CA, Denver, CO, Scottsdale, AZ, Seattle, WA, and Portland, OR. We strive to deliver what affluent families need most comprehensive, holistic and unbiased wealth management advice. We are dedicated to helping our clients solve both common and unique challenges in managing their wealth. 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.
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  Headquarters:1111 Chapala Street , Santa Barbara, California, United States

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  Phone Number: +1 805-882-2360

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  Website: https://www.missionwealth.com

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  Employees:53

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  Revenue:$1 - 10M

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  Legal Name:Mission Wealth

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• |  NAICS Code: 523930  |

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