Women on a Mission

We had our annual financial review with Kristi this afternoon and need to rave about her abilities and her personability! She has managed our Mission Wealth account for 4 years now and done very well increasing our funds and diversifying them against market changes. We are both retired and have continually changing needs. Kristi is super responsive to our needs and her models are great for explaining how to meet them. It is such a comfort to have her on our team.

When I was introduced to Mission Wealth approximately 4 years ago, I was impressed with their presentation and especially with Lisa Murphy. Fortunately I was assigned as her Client. Lisa is an absolute pleasure to work with; she is knowledgeable, upbeat and someone I enjoy talking with. She has done a great job managing my portfolio as evidenced by the positive returns. She has a good working relationship with my Accountant. But most importantly she has my complete trust! I’m 100% confident she is working with my best interest in mind. I also appreciate that she is available if I have a question or need something. Overall I really appreciate having the opportunity to work with Lisa, people of her caliber aren’t that easy to find! A final note, it speaks well of Mission Wealth that she was promoted to Partner this year.

I switched to Mission Wealth three years ago after feeling very much like an afterthought at a very prestigious wealth management company headquartered in Chicago. The difference in care, attention, expertise has been night and day. Specifically, Jorie Pitt has guided my finances and has given me the financial intelligence to feel confident in my retirement. I am so happy with my decision and recommend Mission Wealth to anyone who is seeking the security of true financial management.

My experience with Mission Wealth - consistently professional, responsive, thorough and excellent communicators.

Steph does an amazing job at making sure that she understands my life goals, situation, and challenges. She checks in every year and we re-assess my progress towards goals. As a CEO, it gives me peace of mind to know that Steph is looking after my money and I don’t have to worry about that.

Kristen is fun and delightful to work with and makes the unpleasant financial world easier to deal with for us!

Where do I begin sharing my experience working with Daniele Beasley? For almost two years, it has been the best decision I have made for myself. Coming from a different firm, I realized what I needed more of when it came to knowledge and guidance. Daniele's focus, dedication to financial literacy, and commitment to helping female entrepreneurs like myself thrive were everything I was looking for. Coming from a background where money is scary or a struggle and a male-dominated firm, Daniele has helped me change that narrative and my relationship with money. She has made my time with her enjoyable when we meet, leaving me feeling like I actually know and understand what we are doing, what we are planning for, and especially why. I love feeling like I had a little 101 seminar with her, so I understand my future - working with Daniele has given me that peace of mind, which is invaluable. She is AMAZING at what she does; she gives women the confidence and the knowledge to stay motivated...

Our financial friends at Mission Wealth have been responsive and supportive since the beginning, which was about 5 years ago. Claudia leads a wonderful team of professionals I rely on, and I have said she is the backbone of our family's financial needs. Thank you, Mission Wealth, for your services.