I have been with brokerage companies for many years, but there came a point when I needed a wealth management company to better suit my needs. I interviewed two different companies: one was a brokerage house with offices locally, and the other was Mission Wealth (MW). Both made presentations and recommendations involving my account, considering taxes and investments. However, MW's presentation was both comprehensive and relevant, covering a number of key areas. They became my first choice, and I have not been disappointed nor looked back.

Having the right senior wealth advisor is the best part of this important relationship. I am very grateful for Ethan's management of my account. He has initiated, on my behalf, a review of my insurance coverage, annuities, investments, income tax positions (including certain specific recommendations), and now estate tax considerations. The in-house capability of MW advisors is very helpful in complementing Ethan's ongoing account management, including relevant cash flow projections. Having confidence in Ethan makes it easier to face the sometimes rough financial times we have.

Throughout the process, Ethan has been a trusted partner in meetings with attorneys, CPA's, and insurance brokers, and in understanding my family. He has competently explained different issues, including related risks and mitigation plans, as well as various recommendations. He is available and proactive. Most importantly, I trust that Ethan's counsel is in my best interest. I trust him implicitly. I can't ask for more than that!