Mission Wealth
Mission Wealth specializes in empowering Fort Lauderdale Retirees, Independent Women, and Professionals.
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Speak with a local Fort Lauderdale, FL Financial Advisor
Our services include financial planning, investment management, estate planning, asset protection and tax optimization. We specialize in helping our clients maximize their financial wealth and security as reliably as if it was our own.
Phone: (954) 833-5799
Fax: (805) 882-2362
2598 E. Sunrise Blvd.
Suite 2104
Fort Lauderdale, FL 33304
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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 Fort Lauderdale, FL area, contact us today at (954) 833-5799
Mission Wealth is thrilled about the opening of our two offices in Florida, and working alongside families in and around this diverse and growing region. I am excited and honored to help establish Mission Wealth’s footprint in the Florida market and look forward to forming many new relationships and building something special down here in the great state of Florida.
– Jesse Pantano, Client Advisor
Meet Our Wealth Advisors That Serve Clients in Fort Lauderdale
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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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