Mission Wealth

Mission Wealth is a wealth and investment management firm based in Santa Barbara, California. As a Virtual Family Office, the company serves a clientele of high-net-worth individuals and families. With 159 employees, Mission Wealth manages over $50 million in revenue. The firm offers a comprehensive suite of financial services, including financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, and retirement planning. Mission Wealth distinguishes itself by acting as a holistic wealth strategist, integrating financial advice with clients' personal lives and goals. They consider factors such as tax implications, income needs, gifting strategies, charitable aspirations, retirement planning, and legacy considerations. Mission Wealth's independence from proprietary products allows them to provide impartial advice tailored to each client's unique situation. Beyond traditional investment management, they actively monitor clients' loans, investment real estate, insurance coverage, and estate documents, ensuring their financial strategies remain aligned with evolving needs and circumstances. Clients interested in learning more about Mission Wealth's services can visit their website at missionwealth.com.