Mission Wealth
Mission Wealth specializes in empowering Boston Retirees, Independent Women, and Professionals.
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Speak with a local Boston, MA Financial Advisor
Our Boston advisors and clients enjoy inspiring views of the city skyline, the Boston Harbor and the Rose R. Kennedy Greenway. This location is located in the heart of downtown Boston’s Post Office Square and Financial District, minutes from the waterfront, South Station Train Terminal and major highways. High end retailers, popular casual restaurants, and indoor parking serve as a welcome compliments to the building for customers.
The Boston team is available by a quick 6 minute walk from the MTBA, Red and Orange Line – Downtown Crossing Station or a short drive from I-90, I-93 or the Boston airport.
Phone: (617) 751-1141
Fax: (805) 882-2362
225 Franklin Street
26th Floor
Boston, MA 02110
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About Mission Wealth's Services
Mission Wealth is a nationally recognized wealth and investment management firm that delivers comprehensive financial planning tailored to your life. Founded in Santa Barbara in 2000, we’ve grown to serve clients nationwide with a deep commitment to personalized service and trusted advice.
Our team of experienced financial professionals—including CFPs, CPAs, and Wealth Strategy experts—collaborate to provide integrated solutions for investments, retirement planning, tax strategies, estate planning, asset protection, and charitable giving. We specialize in guiding clients through major life events such as retirement, business sales, inheritance, and divorce.
Why choose Mission Wealth? Because we don’t just manage money: we help you live with purpose. Our proactive, goal-based planning keeps you informed, prepared, and empowered to make confident decisions.
Let us help you simplify complexity, stay on track, and live the life you’ve imagined. Connect with us today.
To meet with a financial advisor in the Boston, MA area, contact us today at (617) 751-1141
Mission Wealth is delighted to open our new office in Boston, and to work alongside families in and around this industrious and historic region. I am excited and honored to help establish Mission Wealth’s footprint in the New England market. I am looking forward to creating many new relationships and expanding our reach here in the Commonwealth of Massachusetts.
– Jared Sweeney, Boston Client Advisor
Meet Our Wealth Advisors That Serve Clients in Boston
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Mission Wealth is a Registered Investment Advisor. We will not be able to provide specific financial advice during the initial meeting. Our services are currently available to U.S. residents only. Mission Wealth's investment minimum is $1,000,000.
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If there is anything we can improve on, please call us at (805) 882-2360.
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