Investment Management

My portfolio has performed well, but it is not only that. Byron has proven very knowledgeable, thorough, and proactive. Even though I am sure my portfolio is relatively small, there is no sense of lack of attention, or being rushed through meetings. I don't always follow it, but his advice seems excellent. I am a very happy customer so far.

I'd like to record a few words in favor of Ms. Daniele Beasley. Daniele has been my investor and financial representative for about two years. We meet every few months. She is always well prepared in reviewing my portfolio. She is very knowledgeable about investments, explains things well and answers my many questions in ways I can understand. Under her guidance my investments have grown handsomely. Given the global economy and stock market rise over that time, she readily acknowledges, of course, that she is not solely responsible for the growth. No matter; it is reassuring and a pleasure to see her work for me. I look forward to her continued guidance over the next few years.

I really appreciate Jacob's supportive and client-first approach. He listens attentively to my concerns and takes a holistic view of my portfolio rather than looking at things in isolation. Whether addressing a specific worry or planning for the long term, he works through issues with me, clearly explains his thoughts and offers well-thought-out recommendations. He’s easy to work with, understands my portfolio goals, and gives me confidence and peace of mind.

Jacob Mortenson has been absolutely wonderful in helping us accumulate wealth in our portfolios. Thanks Jacob for all your help and knowledge. You’re the very best!

My wife and I have worked closely with Mark for a little over a year. During this time he has proven his value to us as an extremely competent and committed advisor. There have been multiple occasions where he has advised and helped guide us in matters relating to our portfolio and decisions, many about which we were not informed. We have exchanged multiple emails, texts, Zoom calls and personal visits. We are extremely grateful and appreciative for all his superb guidance and anticipate many more years of our partnership.

I retired a year ago from a 40+ year career in engineering and management. I’m naturally very detailed and because of that characteristics it takes a lot for me to build trust in someone, especially with someone who will manage all my investments and guide me in future financial decisions. After 6 months of searching for the right firm, I decided that Fidelity/Mission Wealth was the right choice to help me manage my estate. During my initial six months with Mission Wealth I have worked closely with Griffin Kent and I must say that my experience has been much better than expected. Griffin has been extremely easy to work with and has been proactive in making suggestions that have resulted in positive results for my overall portfolio. My gut tells me that this good working relationship will continue for many years in the future, and I would highly recommend Mission Wealth to anyone who needs expert guidance in developing and ensuring a strong financial future.

Excellent portfolio management, quick response time and communication. Mercifully free of industry jargon, attitude and impatience. Joey Khoury is superb.

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

We have had a very positive experience with Mission Wealth. Our Senior Wealth Advisor, Peter Ahrens, is very thorough and patiently answered questions we had in a very clear and concise manner throughout our portfolio review. Also, providing the necessary information needed for making any portfolio investment decisions

We remain very grateful for Rick Gonzalez's sage advice regarding our investment portfolio and feel very fortunate to have him as our financial advisor.

I’ve been working with Peter a few years. Peter is honest, responsive, and always provides innovative ways for me to grow my investments. I like that I have an opinion on how my accounts are set up but I have Peter’s insight and expertise to help me with my decisions. It feels like a team effort! I’ve been very happy with Mission Wealth.

I felt that the time we spent addressing not only the current issues, but future possibilities was very helpful. You have done a very good job of managing my funds.

Thank you for a great day and financial program. You and Leah did a wonderful job. Diana and I are very pleased with the handling of our funds. If anyone is looking into investmenting, I recommend Mission Wealth. They are very professional and dedicated to your growth in the market.

Nathaniel Dodd is an outstanding financial advisor. He'd a professional in all ways, from client service to investment management. We are so thankful to have Nathaniel as our advisor. In fact everyone at Mission Wealth, Scottsdale have been outstanding. Thank you.

We have been with Mission wealth and our advisor, Jeff Avila, for about five years now. It has probably been the smoothest five years we have ever had as far as our investment and the personal contact that we have had with our advisor. Our investments have performed admirably, and we very pleased with the overall performance. I believe any major investment firm has great tools to help their investors and clients, but the individualized support and personal connection. The mission wealth builds with its clients is definitely the game changer. If I ever have a question, it is answered the same day or early the next morning, and it has done so professionally that I am always in amazement of how much care is taken towards me. I feel valued, and that is a very comforting feeling for a client to have. I cannot express my gratitude towards Jeff or Mission wealth enough, and I would recommend them, as I have, to all my friends and anyone that would listen.

Over the past three and half years of partnering with Mission Wealth, our Mission advisor, Wes Patton, and his support team, our portfolio results have exceeded our expectations and contributed to great confidence and trust in Mission’s role in our financial picture. We credit Wes with taking time to understand our goals, providing assurance that he could help us meet them, and with doing what he said he could. In our minds, this accomplishment was not guaranteed by a bull market but was the result of sound decision making and advice. Wes’s consummate knowledge and application of financial planning principles, his employment of the right mix of Mission’s financial instruments, and his ability to communicate market analysis and instruments with clarity, timeliness and honesty led to the winning formula. It is with peace of mind and great respect that we express the good fortune we feel in having found an extraordinarily capable and trustworthy financial advisor and partner.

I am pleased with Mission. I got in their portfolio during a market turbulent time. With the help and guidance from Wes Patton the account recovered and has done well. His constant communication helped me better understand the strategy which has evolved and will continue to evolve in the future. Any questions on my behalf has always been responded to quickly. Wes is easy to work with and a great financial analyst.

Daniele Beasley is the most professional and personable advisor I’ve ever worked with. I sleep at night knowing she is managing my investments.

we transitioned to Mission Wealth in 9/25. It was a smooth transition, starting with the initial review of the the firms approach to portfolio management. Griffin Kent is the primary contact assigned to us & he has been wonderful to work with. He is articulate, communicates well & very responsive to any question we may have. Very pleased to have him as our representative and very happy we switched to Mission Wealth to manage our portfolio, along with assistance in setting up a Living Trust & income tax filing. We are very happy we made the decision to switch from our old firm to Mission Wealth

Fidelity suggested that we engage with a independent financial advisor. We interviewed several, and by far the most professional was Mission Wealth. Since we joined the Mission Wealth family we have had Wes Patton as our advisor and we couldn't have been happier with our decision. He is the consummate professional. The suggestions that he has made have increased our portfolio value beyond what Fidelity could offer, and the access to funds beyond the ones offered by Fidelity have consistently been winners. Wes is so easy to work with and we actually look forward to our portfolio reviews with him. The reviews are thorough and we spend time looking at options and we never feel any pressure in these meetings. We enjoy using the Mission Wealth tools to set up multiple scenarios, and review how these can meet our long term goals. Beyond portfolio management, we have also been very happy with the additional services Mission Wealth offer. Wes is knowledgeable, approachable and I recommend him.

First I would like to congratulate Lisa on becoming a partner. After working with Lisa on preparing a portfolio for me I feel very confident that my money is invested in the best place it can be. Thank you

Shinaola is great. He is very knowledgeable about various investment options and how they fit our goals. He is very responsive to us and any answers all questions or concerns that we have. He follows through on issues and manages our accounts very well. We have confidence and trust in him.

Mission Wealth and my advisor Jorie Pitt have done an outstanding job managing my investments and returning what I consider to be exceptional returns while keeping me informed of all moves. Additionally Mission Wealth is assisting with my annual tax preparation; a service that I am very grateful for. Thank you to Jorie, her team and all of Mission Wealth.

We love Jeff Avila! Followed him from Fidelity to Omega to you and have told him he is not allowed to retire until we no longer need him His greatest work skill is to take complicated investment strategies and make them understandable, for me AND my much younger beneficiaries. He is also so much fun to hang out with, always with a smile and a hug.

Pete is a fabulous asset to myself and my son. He has guided us financially and emotionally for many years. He has become family to us. His advice concerning our portfolios has greatly increased our net worth. I would highly recommend Pete to anyone who is seeking financial assistance.

Jeremy is top of class, when it comes to customer service level, very comfortable, confident, reassuring business relationship from us the customer with him as our advisor… Can’t say enough about how much we appreciate his insight, knowledge, availability, and style of communication for all of our needs regarding our investment accounts management. He honestly gives us just such great comfortable feelings with all the strategic planning and communication that he does with us, and his demeanor and personality is just a bonus on top of everything else he brings to the table… I just hope that somebody in the Mission Wealth organization gets to read this and acknowledge him for everything that he’s done for us, Dave & Dan Kallal! Thank you, Jeremy and we both hope that Mission Wealth never assigned another advisor in the near future and then we get to keep you for as long as possible!!!

My husband and I are retired and began investing our monies with Mission Wealth several years ago. We couldn’t be more pleased. Our advisor, Ethan, is incredibly astute and well-versed in all things financial. He presents the facts and guides us gently to reasonable choices that have allowed our portfolio to steadily grow and consistently do better than the market averages. He is readily available if we have a question or financial need. We couldn’t be more pleased with Ethan Cooper and Mission Wealth. We highly recommend them!

I have had excellent support and guidance from my advisor, Jeremy, at Mission Wealth Management. In this volatile market, I have done well. We work as a team, and have been very successful.

Steph Bruno and the Mission Wealth team have been wonderful to work with. Steph is always responsive, professional, thorough, and patient. I never thought we would move to actively managed. I am very pleased and really appreciate all the services they offer us and the peace of mind it is providing.

Relationships in thecfinancial markets are all about trust, which is earned over time. We have years of experience with Tim Brown, and we know his process, diligence, and the fiduciary interest he takes in our making decisions together.

The most important asset a company can have, and that is especially true in the service industry, and critical in the financial advisory services industry, is TRUST. Well, Mission Wealth has my one hundred and ten percent trust in how they handle my money. Their judgment is based on a prudent analysis of the risk-benefit ratio, and they have not failed me in the years I have been using their services. If you want to sleep peacefully at night and know someone is handling your financial well-being, go to Mission.