Our Commitment to Service

In Wealth Management by Mission Wealth


As we all watch the Coronavirus situation unfold across the globe, our thoughts are with those affected by the virus, their families, and their respective communities. Thinking about our own Mission Wealth community, I wanted to assure you that we are taking all advice from the CDC and other government health organizations very seriously and will take vigorous precaution to ensure the health of our clients and our team. In order to do our part, early last week we began the process of “client and associate distancing” to dramatically reduce person-to-person contact and to protect you, our valued client.     
Our technology platform and organizational structure are both highly resilient and make us uniquely suited to serve your ongoing needs and to withstand any prolonged social distancing. Our advisory team and support personnel have been geographically distributed across the country for many years and have a unique technology platform that allows them to work safely and securely from any location with an internet connection. Our preference is to always connect with you via face-to-face meetings, but in the absence of that option we have many virtual meeting solutions that will allow us to serve your planning, investment, tax, and estate needs uninterrupted. Our virtual/video solutions include Zoom, GoToMeeting, Docusign, and FaceTime. For those that prefer phone communication and email, that will of course always remain an option. 
With the vast majority of our team working from home and doing their part to slow the spread of COVID-19, please be aware that our offices are closed to in-person client visits. Clearly, the evolution of the virus is a dynamic situation. We will continue to keep you informed and we will be thinking of the health and financial wellness of your family.

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