Private Client Solution
Greater personalized service and enhanced customization.The Private Client Solution keeps our clients focused, educated, and in control of their finances. Our rigorous investment approach and robust wealth management expertise help you determine where you want to go and the best way to get there.
About The Private Client Solution
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 to 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 wealth management road map integrates every aspect of your financial picture, delivering all of our wealth management, investment management, asset protection, tax and estate planning advice in one place.
OUR SERVICES
WEALTH MANAGEMENT
- Financial Planning
- Budget Analysis and Spending Review
- Goals Assessment and Prioritization
- Wealth Planning Organizer
- Real Estate Advice and Support
- Access to Lower Negotiated Borrowing Rates
- Social Security Maximization
- Medicare Enrollment Assistance
- Retirement Home Analysis and Community Living Options
- College Savings Plans and Analysis
TAX MANAGEMENT
- Annual Tax Management Review
- Integration and Coordination with CPA on Tax Savings Strategies
- Direct Access to Our CPAs on Staff
INVESTMENT MANAGEMENT
- Custom Portfolio Management
- Non-Discretionary Relationship
- Stock Concentration Strategies
- Stock Option Planning
- Alternative Investments
- Portfolio Income Strategies
- Tax-Smart Implementation and Trading
- Ongoing Monitoring, Rebalancing, Tax-loss Harvesting and Performance Reporting
- Individual Securities
- Socially Responsible Investing, including ESG Screening
- Cash Management Solutions
- Current Events: Portfolio Sensitivity
- Secure Client Portal
- 401(k) guidance
- Access to Institutional Borrowing
ESTATE PLANNING
- Estate Plan Reviews, Including Balance Sheet Review and Net Worth Forecasting
- Estate Tax Reduction Strategies
- Generational Planning
- Family Legacy Planning
- Communicating with Beneficiaries
- Trustee and Fiduciary Support
- Philanthropic Planning
- Donor Advised Funds
- Family Philanthropy
- Planned Giving Discussions
ASSET PROTECTION
- Personal Insurance Review for Life, Disability, and Long-Term Care Insurance
- Property and Casualty Insurance Review
- Cyber Security Insurance Review
WHO IS THE PRIVATE CLIENT SOLUTION BEST FOR?
- Individuals with $5 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.
BENEFITS
- Receive advice from a trusted service team and dedicated financial planner.
- Obtain greater customization and flexibility.
- Integrate all aspects of your financial picture into one place.
- Maximize the social impact of your assets.
- Amplify your financial security and feel confident that your family will be cared for.
- Enjoy more balance, impact, inspiration and fulfillment through our Inspired Living service.
