Find the Right Service Solution for You

Our Family Office Solution ensures the highest level of sophisticated planning and expertise to support your family’s wealth and life goals. Our in-house team of professionals, specializing in investments, taxes, estate planning, and asset protection, will partner with you and your other trusted advisors to address your family’s unique needs and complexity. Through our boutique offering, we will create and implement bespoke strategies to address your evolving needs and long-term goals. Our family governance offering will help you establish and instill your family values in an impactful way to create a lasting legacy for you and your family.

This solution is best for

• Clients with $10 million+ in assets under management.
• Clients seeking customized portfolio management and coordination and integration among professional advisors.
• Clients requiring personalized service and expertise across multiple aspects of their finances.
• Clients seeking a trusted advisory team to help advise the family for decades to come.
• Clients experiencing increasing complexity who seek a coordinated approach with guidance to maximize opportunities while saving time.

Designed for high-net-worth families, the Private Client Solution encompasses your entire financial situation. Mission Wealth works directly with you and your other professional advisors to develop effective strategies that meet all your needs, including everything from tax and financial planning to estate and succession planning—personally focusing on your situation and paying attention to your day-to-day financial matters.

Our rigorous investment approach and robust wealth management expertise help you determine where you want to go and the best way to get there. Our wealth management road map integrates every aspect of your financial picture, delivering all our wealth management, investment management, risk management, and tax and estate planning advice in one place.

This solution is best for:

• Individuals with between $3.5 million and $10 million or more in assets under management who want personalized service and enhanced customization to meet their lifestyle goals.
• Clients who have accumulated meaningful assets over the years and need help managing their increasingly complex finances.
• Individuals facing complicated, life-changing challenges, including retirement, inheritance, divorce, sale of a business, receipt of stock options, estate planning, loss of a spouse, or a health concern.

For over two decades, we have been proud to offer an Integrated Wealth Solution – a comprehensive service approach that keeps you focused, educated, and in control of your finances. As your trusted advisors, we help you determine where you want to go and the best way to get there. Our advice extends beyond investments; it is a road map that integrates all aspects of your financial life to provide you and your family with direction and security.

Our Integrated Wealth Solution bundles wealth management, investment management, asset protection, tax, and estate planning advice to help you achieve your financial goals and life dreams.

This solution is best for:

• Individuals with between $2 million and $3.5 million in assets under management who want to manage their wealth through a more sophisticated financial planning and investment approach.
• Clients looking for a wealth manager to provide quality information, advice, and guidance regarding their financial performance and wealth strategies.
• Individuals who seek assistance when faced with life-changing events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, estate planning, loss of a spouse, or a health concern.

At Mission Wealth, we invest in you and your future so that, over time, as you accumulate and grow your assets, we can help you achieve your goals and provide greater financial security. The Emerging Wealth Solution offers the first step toward prioritizing, refining, and managing your finances and investment goals.

As you experience life-changing events, such as a sudden inheritance, purchase of a home, new marriage, loss of a loved one, or divorce, you may find yourself seeking a trusted advisor to provide caring financial guidance. Ultimately, investing for a lifetime is a long road. By avoiding mistakes and missteps early, investing consistently, and managing your finances prudently, you can be well on your way toward a comfortable future and retirement.

This solution is best for:

• Individuals with between $1 million and $2 million in assets under management.
• Next-generation family members of our existing clients who are mid-career and looking for advice on life-changing events they are experiencing or contemplating in the future.
• These family members may be considering starting a retirement plan, investing for the first time, or looking to grow their assets over time.