Asset Protection and Risk Management at Mission Wealth

Understand your liabilities and protect against different kinds of loss.

Asset Protection at Mission Wealth
Asset Protection and Security

What is Asset Protection?

Asset protection refers to a set of legal and financial strategies that individuals and businesses use to protect their assets from potential risks, such as storm damage, lawsuits, creditors, and other financial liabilities. The goal of asset protection is to safeguard assets from being seized or lost due to unforeseen events.

Asset protection strategies may include purchasing insurance, transferring ownership of assets to a trust, creating a limited liability company (LLC), utilizing prenuptial agreements, and implementing other legal structures that limit an individual's exposure to financial risk. These strategies are intended to make it more difficult for creditors or litigants to access an individual's assets in the event of a legal judgment or settlement.

Asset protection is a complex area that involves a variety of legal and financial tools, and it is important to work with an experienced attorney or financial advisor to develop an effective asset protection strategy that meets your unique needs and circumstances.

Understand your liabilities and protect against loss.

Contact us today to discuss your asset protection strategy.

Our Asset Protection and Risk Management Services

A well-crafted asset protection strategy can help you protect your assets and minimize potential losses. Through our thorough review process, we will determine if you have adequate coverage to protect your family in the event that something unexpected happens. We will discuss the risks with you and introduce you to an insurance professional who can provide solutions. We will also review any existing insurance policies you have in place and determine how your existing coverage fits into your current financial picture, including:

  • Life Insurance

  • Disability Insurance

  • Long-Term Care Insurance

  • Property & Casualty Insurance (including Homeowners)

  • Cyber Risk Insurance

  • Umbrella and Personal Liability Insurance

Asset Protection Insurance Review

Understand your coverage and potentially reduce your total cost of protection.

Insurance is a useful tool in protecting against large losses. There are many types of insurance and their benefits to you will depend on your specific situation. An asset protection review incorporates a holistic approach to help ensure that your family and your wealth are protected.

At Mission Wealth we offer reviews of both personal lines of insurance (life, disability, long-term care) and property & casualty (homeowners, automobile, earthquake, and umbrella personal liability insurance) to protect against different types of loss.

An asset protection insurance review is designed to help you understand current insurance coverages in place, to identify possible gaps in coverage or areas for increased protection, and to explore reduced premium expense opportunities.


  • Review of life, disability, long-term care,  automobile, and property & casualty policies including homeowners, earthquake, umbrella, and cyber-risk coverages.
  • Through a simplified business and insurance valuation, we can also review any business liability insurance and determine whether one of your largest assets has appropriate coverage.

Our Insurance Partnerships

Review the best options for your protection.

We partner with brokerage firms that provide comprehensive insurance products and services to help meet the unique risk management needs of affluent individuals and families. Our goal is to facilitate comprehensive reviews to analyze coverage gaps, identify potential loss exposures, and recommend proper amounts of insurance to protect both property and financial assets.

We understand that each individual and family is unique, and we are committed to finding the right insurance solution to meet your specific needs and budget.

We are proud to work with our insurance partners and strive to ensure that you receive the information you need to protect your family and peace of mind. Additionally, our advisors are available to answer any questions you may have and to provide assistance throughout the process.

women in a financial planning meeting