About The Private Client Solution

Our methodical investment strategy and thorough wealth management expertise assist you in deciding where you would like to be and the most effective route to get there.

Coordination of Your Financial Goals in One Place

Our wealth management road map integrates every aspect of your financial picture, delivering all of our wealth management, investment management, asset protection, tax, charitable giving, and estate and trust planning advice in one place. Mission Wealth works directly with you and your other professional advisor network to develop effective strategies to meet 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.

Wealth Management

We offer a comprehensive perspective that extends beyond investments, providing a roadmap to align your financial goals with your life aspirations. Through a collaborative approach, we work closely with you to create a holistic process that incorporates all facets of your financial life. By tailoring a customized plan, we ensure that every aspect is integrated seamlessly, allowing you to pursue your financial objectives while fulfilling your life's dreams. Our firm's expansive selection of resources allows us to provide the following financial services to our Private Clients:

  • 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

Estate & Trust Management

We help you create and implement a plan so that your hard work will help the people in your life, protect your legacy, and preserve as much as you can. Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction. We have the knowledge to guide you through all phases of your estate plan to ensure that your wealth is directed as you intend, including:

  • 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
  • Independent Trustee Services
    • Post-Death Administration
    • Trust Splitting & Funding
    • Appraisals
    • Tax Optimization & Compliance
    • Trust Distributions
    • Bill Pay

    Investment Management

    We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time. We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements. Our investment services for Private Clients include:

    • 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
    • Portfolio Sensitivity Related to Current Events
    • Secure Client Portal
    • 401(k) guidance
    • Access to Institutional Borrowing

    Charitable Giving & Philanthropic Planning

    We determine the most efficient way for clients to fulfill their charitable giving goals. This may include distributions from retirement plans, using donor advised funds for the transfer of appreciated stock, or more sophisticated solutions through charitable gift annuities or charitable remainder trusts.

    • Access to Director of Philanthropic Strategy
    • Philanthropic Planning Services
      • Donor-Advised Funds
      • Charitable Trusts and Tools
      • Family Philanthropic Strategies
      • Planned Giving Discussions
    • Nonprofit Sourcing & Due Diligence
    • Nonprofit Board of Directors Guidance
    • Tax-Efficient Charitable Planning & Distributions

    Asset Protection

    A well-crafted asset protection strategy can help you protect your assets and minimize potential losses. Through our thorough review process, we will determine if you have adequate coverage to protect your family in the event that something unexpected happens. We will discuss the risks with you and introduce you to an insurance professional who may be able to provide solutions. We will also review any existing policies you have in place and determine how they fit into your current financial picture, including:

    • Personal Insurance Review for Umbrella, Life, Disability, and Long-Term Care Insurance
    • Property and Casualty Insurance Review
    • Cyber Security Insurance Review

    Tax Management

    We realize that taxes may be one of your largest ongoing expenses. We will bring tax reduction strategies to you and coordinate with your CPA on implementation. We also manage your investment portfolio in a tax-efficient manner. Our tax services for Private Clients include:

    • Annual Tax Management Review
    • Income Tax Planning
    • Integration and Coordination with CPA on Tax Savings Strategies
    • Direct Access to our CPAs on Staff
    • Proactive Communication Regarding Tax Impact of Recommended Financial Strategies
    • Easily Understood Tax Return Document Review
    • Access to our Director of Tax Strategy to Answer Outstanding Tax Questions
    • Tax Projections Preparation
    • Cross-Border Tax Planning

    Integrate all aspects of your financial picture.

    Get in touch to discuss creating a Private Client wealth plan today.

    10 Benefits of The Private Client Solution

    We pride ourselves on developing a customized strategy that is tailored to your specific objectives. Our team of experienced professionals bring a wealth of knowledge and experience to the table, allowing us to create a plan that is tailored to your needs and offers you the best chance for success. In addition, our open-architecture platform gives you access to a wide variety of investments from some of the world's leading financial institutions, giving you the freedom to pursue your goals while maintaining control over your investments.
    1.  Make more informed decisions with education and guidance.
    2.  Receive advice from a trusted service team and dedicated financial planner.
    3.  Amplify your financial security and feel confident that your family will be cared for.
    4.  Enjoy more balance, impact, inspiration and fulfillment through our Inspired Living service.
    5.  Gain access to a wide range of investment options, services, and expertise.
    6.  Utilize tailored strategies and personalized financial advice.
    7.  Receive comprehensive review and analysis of your specific financial situation.
    8.  Enjoy the convenience of a 24/7 online account access and up-to-date financial reporting.
    9.  Develop and track measurable goals to ensure progress towards your desired outcomes.
    10.  Receive timely alerts if changes are needed to stay on track.

    Who is the Private Client Solution best for?

    older couple on couch with ipad

    • People who have a minimum of $5 million dollars in assets that they are looking to manage and who desire tailored service and more customizable options to fulfill their lifestyle ambitions.

    • 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.