Gig Harbor, WA

We would like to give a shout out to Steve Caltagirone! Steve has been there for us for many years now and we constantly feel so well taken care of! He responds to any and all questions and requests immediately even when he's on vacation which is so above and beyond! He also gives us the peace of mind that our financial health is excellent and that is a huge load off our backs and minds!! We can't imagine anyone else we would rather go through this stage of our lives with than Steve!!! Thanks for being there for us Steve!!! Mission Wealth is very lucky to have you and so are we!

Will has been my Financial Advisor for the past four or five years. Maybe longer? For many years of my life I’ve struggled with having a Financial Planner (I’m as frugal as my father!). But the truth is, I don’t understand the markets, I don’t follow my finances as closely as I probably should and I find quite a bit of it confusing. It’s so very nice to have the peace of mind I get having Will as my Financial Advisor. If I have a question about anything at all. Whether it’s annoying mail I don’t understand, anxiety over my retirement, anxiety over whether I’m saving enough or understanding how to get information when I need it, Will is always there to help me answer questions and give me the peace of mind that helps me sleep better at night. One such meeting came up recently. After talking with Will I’m walking away with a sense of calm in my gut that hadn’t existed for weeks before. I appreciate his continued support, mkt intel and ability to put me at at ease. ♥️

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.

We have been clients of Mission Wealth over ten years to create and manage our retirement plans. Stephanie and her team have been providing an excellent service to us with competence, professionalism, and courtesy. We are comfortably retired with a secure retirement plan, thanks to Stephanie and her team. We strongly recommend them to any prospective client.

Steph is always congenial, inviting and professional. We always look forward to our meetings with. She shares her wealth of knowledge easily and is very good at anticipating our future needs.