To Leave a Legacy.

To Make the World
a Little Better.

What’s Your Mission?

We believe in giving back to the communities that we live in. We feel very privileged to serve others, for this reason — giving back is embedded into the Mission Wealth culture. Our goal is to be a giving catalyst within the communities we serve. Each Mission Wealth employee is encouraged to be personally involved with at least one nonprofit that is aligned with his or her passions.

As a company, we work directly with nonprofits, offering discounted endowment management services. Also, many of our team members serve on advisory boards and/or investment committees for local nonprofits.

One of our missions as a company is to help alleviate our clients’ concerns about money so that they can use their gifts, resources and connections to create greater impact in the world. Mission Wealth is focused on educating clients about how to increase their philanthropic impact and make giving more meaningful in their own lives.

To Leave a Legacy.

To Make the World
a Little Better.

What’s Your Mission?

We believe in giving back to the communities that we live in. We feel very privileged to serve others, for this reason — giving back is embedded into the Mission Wealth culture. Our goal is to be a giving catalyst within the communities we serve. Each Mission Wealth employee is encouraged to be personally involved with at least one nonprofit that is aligned with his or her passions.

As a company, we work directly with nonprofits, offering discounted endowment management services. Also, many of our team members serve on advisory boards and/or investment committees for local nonprofits.

One of our missions as a company is to help alleviate our clients’ concerns about money so that they can use their gifts, resources and connections to create greater impact in the world. Mission Wealth is focused on educating clients about how to increase their philanthropic impact and make giving more meaningful in their own lives.

To Leave a Legacy.

To Make the World
a Little Better.

What’s Your Mission?

We believe in giving back to the communities that we live in. We feel very privileged to serve others, for this reason — giving back is embedded into the Mission Wealth culture. Our goal is to be a giving catalyst within the communities we serve. Each Mission Wealth employee is encouraged to be personally involved with at least one nonprofit that is aligned with his or her passions.

As a company, we work directly with nonprofits, offering discounted endowment management services. Also, many of our team members serve on advisory boards and/or investment committees for local nonprofits.

One of our missions as a company is to help alleviate our clients’ concerns about money so that they can use their gifts, resources and connections to create greater impact in the world. Mission Wealth is focused on educating clients about how to increase their philanthropic impact and make giving more meaningful in their own lives.

Farm to Table Dinner Celebration

Fairview Gardens Center for Urban Agriculture 2015...

Compeer Program

Music Academy of the West 2014...

Lil Buck Performance

UCSB Arts & Lectures 2016...

Habitat for Humanity

Volunteer Day 2014...

Orquesta Buena Vista Social Club

UCSB Arts & Lectures 2015...

Green Gala

Community Environmental Council 2016...

Adopt-a-Family

CALM 2015...

Fast Pitch SB

Social Venture Partners 2014...

UCSB AlloSphere Tour

2013...

Team GSF

Santa Barbara International Marathon 2012...

80th Anniversary Rummage Sale

Junior League of Santa Barbara 2016...

Luncheon Presentation

Global Neighborhood Fund 2013...

Mission Wealth is proud to support

nearly 100 local, national and international non-profit organizations:

Mission Wealth is proud to support

nearly 100 local, national and international non-profit organizations:

Adelante Charter School
Aeromedicos of Santa Barbara
Art From Scrap
California Society of CPAs
Child Abuse Listening Mediation (CALM)
Cancer Center of Santa Barbara
Cecilia Fund
Center for Successful Aging
Children’s Hospital Los Angeles
Community Environmental Council (CEC)
Corazon
CSUCI Business Advisory Council
CSUCI Foundation
CSUCI Martin V. Smith School of Business & Economics
CSUCI Planned Giving Council
CYO Basketball
Daughters of the American Revolution
Davey’s Voice
El Montecito Presbyterian Church
Elings Park Foundation
Fairview Gardens
FastPitch
First United Methodist Church of Santa Barbara
Food Bank of Santa Barbara County
Free Wheelchair Mission
Fund for Santa Barbara
Girls, Inc.
Global Neighborhood Fund
Grace Gathering
Habitat for Humanity
Inspire Santa Barbara
Jewish Federation
Junior League of Santa Barbara
Kiva
La Colina Instrumental Music
Land Trust for Santa Barbara County
Luria Foundation
Martin V. Smith School of Business and Economics
Montecito Family YMCA
Moraga Education Foundation
Music Academy of the West
Northwestern University
Ocean Hills Church
Page Youth Center
Paws up for Pets
Peabody Charter School
Postpartum Education for Parents (PEP)
Reality
Reef & Run
Roosevelt Elementary School
San Marcos High School Girls Volleyball
San Marcos High School Royal Pride Gala
Santa Barbara Botanic Garden
Santa Barbara County Genealogical Society
Santa Barbara Foundation
Santa Barbara Humane Society
Santa Barbara Maritime Museum
Santa Barbara Museum of Natural History
Santa Barbara Newcomers Club
Santa Barbara Soccer Club
Santa Barbara Stingrays Youth Rugby
Santa Barbara Trinity Church
Santa Barbara Zoo
SB Animal Care
SB Channelkeeper
Scholarship Foundation of Santa Barbara
SEE International
Social Venture Partners
Spirit of Entrepreneurship Foundation
SPRED
St. Mark’s-in-the-Valley
Surfrider Foundation
Tassajara Valley Little League
The Veterans of Foreign Wars of the U.S.
TheGSF
UCSB Arts & Lectures
UCSB Athletics
UCSB Department of Communication
UCSB Foundation – Dean’s Council
UCSB Planned Giving
Unity Shoppe
University of North Carolina at Chapel Hill
Visiting Nurse & Hospice Care
Waldorf School
Washington Elementary School
Women’s Fund of Santa Barbara
Women’s Literary Festival
UCCE Mater Gardeners of Santa Barbara County

Free Wheelchair Mission
Friends of Luria Library
George B. Page Foundation
Girls, Inc.
Goleta Train Museum
Hospice of Santa Barbara
Inspire Santa Barbara
Jewish Federation
Land Trust for Santa Barbara County
Leukemia & Lymphoma Society
Life Chronicles
Luria Foundation
Martin V. Smith School of Business and Economics
Montecito Volleyball Club
Music Academy of the West
National Breast Cancer Foundation
NAWBO
Ocean Hills Church
Page Youth Center

Partners in Education
Peabody Charter School
Pema Chodron Foundation
Punkarika Foundation
Reef & Run
SABER
San Marcos High School Dramatic Arts
Santa Barbara Foundation
Santa Barbara Maritime Museum
Santa Barbara Museum of Natural History
Santa Barbara Stingrays Youth Rugby
Santa Barbara Trinity Church
Santa Barbara Zoo
SB Volleyball Club
SBCC Foundation
Scholarship Foundation of Santa Barbara
SEE International
Small Business Development Center
Social Innovation Fast Pitch Santa Barbara

Social Venture Partners
Spirit of Entrepreneurship Foundation
St. Cecilia’s Society
TheGSF
UCSB Arts & Lectures
UCSB Athletics
UCSB Department of Communication
UCSB Economic Forecast Project
UCSB Foundation
UCSB Gevirtz Graduate School
UCSB Planned Giving
United Boys & Girls Clubs of Santa Barbara County
Unity Shoppe
USA Water Polo Team
Visiting Nurse & Hospice Care
Women’s Fund
Women’s Literary Festival
Yongey Foundation

Meet the Mission Wealth Team

MORE

Meet the Mission Wealth Team

MORE

Meet the Mission Wealth Team

Meet the Mission Wealth Team

  • You Dream. We Deliver. Together.

    Let’s have a conversation.
  • You Dream. We Deliver. Together.

    Let’s have a conversation.