Discover True Wealth | The Mission Wealth Client Experience

At Mission wealth we offer advice that is proactive comprehensive and caring we realize that each client is unique which is why we offer personalized solutions for every family we work with so that they may feel a sense of security and peace of mind we help clients realize true wealth to help them enjoy a fulfilling life and create a legacy for their families and communities we understand everyone’s financial goals are unique that’s why we provide a wide array of financial and investment management services designed to meet each family’s specific needs we work with our clients to identify what is important to them and then work together along that journey to make it a reality we want clients to walk away from our meetings with clarity confidence and peace of mind from the moment they walk through our doors they’re not just a client they’re a valued member of the mission wealth family it all starts with getting to know our clients sitting down and having conversations about their goals and their family to understand what matters most to them from there we build the plan we use cash flow modeling to answer the questions that

are swirling around in our clients heads when am I able to retire is my family financially protected if something happened to me once that financial plan is created this road map is our guiding light we don’t stick it on a shelf and forget about it we update it at a minimum on an annual basis life changes goals change and we want to make sure we are there to help guide our clients through those life decisions with clarity and with confidence our goal at Mission Wealth is to provide the best-in-class solutions for our clients across all areas of wealth management in many ways we act as a personal CFO in our clients lives providing financial clarity and peace of mind our approach to investment management is customized based on each client’s unique set of needs and circumstances we construct diversified tax efficient portfolios incorporating not only traditional stocks and bonds but also private equity private real estate private credit and other types of institutional alternative Investments aimed at increasing portfolio income and enhancing diversification sharing the why behind our investment recommendations is a

really important part of our process to help ensure that clients are comfortable with their investment allocation from an ongoing portfolio management perspective we are disciplined with rebalancing tax loss harvesting asset locating across the accounts and always ensuring that our client’s portfolio is aligned with their needs and their goals a topic that many of our clients are thinking about is the legacy they want to leave behind whether that be through charitable giving during their lifetime or after we help identify the best approach for that gifting sometimes it’s giving annually from their Ira through a qualified charitable distribution or if in a high income tax year it’s making a large charitable donation to a donor advised fund with appreciated stock there are a number of strategies available to leave a legacy and it’s incredibly rewarding for us to help our clients support the causes they care most about our in-house estate planning team can review trust and create estate planning documents we can also collaborate closely with our clients external estate planning attorney whether the goal is to leave assets to their heirs or charity to

minimize taxes or to maximize lifetime gifting we are here to help provide direction and guidance to carry out their way es we take a proactive approach to tax planning we can leverage our in-house CPA team or we can collaborate with our clients external CPA ensuring our clients families are protected if something unexpectedly happens to them is a responsibility we do not take lightly part of our planning process includes reviewing life insurance and disability policies as well as property and casualty Insurance we like to think of it as poking holes in our clients financial strategy with the goal of closing the gaps on any potential unknowns it’s an amazing feeling when a client tells us they feel financially empowered they’re sleeping better at night or having open conversations with their family members about their values and their goals it’s so much more than numbers it’s about empowering people to live the life they envision at Mission Wealth our inspired living services help clients discover what they truly want from their lives we know that true wealth extends beyond the balance sheet helping clients identify what

true wealth looks like for them allows us to turn this vision into a reality through our exclusive events world-renowned thought leaders specialist research and actionable advice clients can examine their life holistically across 11 dimensions of wealth we’ve really built an amazing team here at Mission Wealth aimed squarely at providing the best-in-class service across all areas of wealth management we are passionate about the work we do and we are honored to serve our clients Mission Wealth is different from other wealth management firms we have embraced the fiduciary approach since our founding in 2000 being fiduciaries means that the recommendations we make are in the very best interest of our clients our planning approach is both holistic and dynamic this ensures that every piece of the puzzle is put into place as our clients needs evolve clients have the complete picture so that they may feel confident in their financial future we work as an advocate for our clients dedicated to empowering them to realize their financial and life dreams in the most caring way possible we have very low client and employee turnover due to our professional

supportive award-winning fun and family friendly culture at Mission we are passionate about the work we do and we are incredibly thankful to be in a position to serve our clients