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.
Dallas, TX
Speak with a local Dallas, TX Financial Advisor
Mission Wealth's Dallas-area financial advisors help families, professionals, and business owners bring their financial decisions together. From our Plano office, the team connects investments, retirement, taxes, and estate planning with company stock, charitable giving, risk management, and the priorities that shape your life in North Texas.
Dallas is home to families, professionals, and retirees making meaningful decisions about retirement, taxes, investments, and long-term financial security. We help clients connect those decisions within a coordinated plan, so they can feel supported, informed, and confident about the path ahead.
— Jose Monreal
Partner and Senior Wealth Advisor
About Mission Wealth's Services
Our Dallas-area office in Plano serves individuals and families across North Texas. Our advisory team helps retirees, professionals, business owners, and multigenerational households understand their resources and plan for the future. We consider your career, family commitments, and financial goals together when establishing priorities for the work ahead.
Retirement planning brings together spending needs, investment withdrawals, and tax considerations. We help clients review how their portfolios fit those needs and evaluate the role of significant company stock holdings. Estate planning coordination and broader financial planning remain part of the discussion, keeping family priorities connected to decisions about investments and income.
We also help connect charitable giving, insurance needs, business transitions, and family wealth decisions with the plan. Your team can involve Mission Wealth specialists as those needs evolve.
To discuss your goals with the team serving Dallas, call (214) 430-4744 and schedule a complimentary introductory conversation.
In-person, video, and phone meetings are available.
Services Offered
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Wealth Management
Unify every part of your financial life in one plan designed to move you toward your goals.
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Retirement Planning
Map out decisions like Social Security timing, Medicare enrollment, required withdrawals, and legacy planning so you can live comfortably in retirement.
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Trust & Estate Planning
Create a lasting legacy based on your wants and wishes.
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Tax Planning
Comprehensive tax strategies to help defer, reduce, and better manage any tax burdens.
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Investment Management
We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.
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Financial Planning
Develop a customized financial plan to help integrate all aspects of your finances.
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Asset Protection & Risk Management
Understand your liabilities and protect against different kinds of loss.
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Women on a Mission
Our experienced advisors help women build confidence and security in their finances. From budgeting and investing to retirement, tax planning, and estate decisions, we help women make informed choices for the future.
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Psychology of Wealth
Understand your wealth. Make more meaningful decisions. Live with greater intention.
Learn More7250 Dallas Pkwy
Suite 400
Plano, TX 75024
Jose Monreal RICP®, CFP®
Partner and Senior Wealth Advisor
Mission Wealth specializes in empowering Dallas retirees, independent women, and professionals.
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Office Information
7250 Dallas Pkwy
Suite 400
Plano, TX 75024
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