Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.
Honored for Our Commitment to Clients, Community, and Purpose-Driven Growth
Mission Wealth is proud and deeply honored to announce that we have been recognized as the 2026 Company of the Year by the South Coast Business & Technology (SCBT) Awards, presented by the Scholarship Foundation of Santa Barbara. This prestigious recognition celebrates organizations that have demonstrated an extraordinary commitment to strengthening the economic vitality and well-being of California’s South Coast community.
The award was presented on June 23, 2026, at the Hilton Santa Barbara Beachfront Resort during the annual SCBT Awards ceremony, one of the region’s premier business and community events. For more than three decades, the awards have honored exceptional leaders, innovators, and organizations that make a meaningful impact on Santa Barbara County and beyond.
A Recognition That Reflects Our People
While we are grateful for this recognition, what makes this award especially meaningful is that it represents far more than business growth. It reflects the trust our clients place in us, the dedication of our team members, and the strength of the relationships we’ve built throughout the communities we serve.
Founded in Santa Barbara in 2000, Mission Wealth was built on a simple belief: wealth is most meaningful when it is used to strengthen the lives of others. Over the past 26 years, we have grown from a local advisory practice into a nationally recognized independent Registered Investment Advisor (RIA) serving individuals, families, foundations, and institutions nationwide. Yet through that growth, we have remained guided by the same values that shaped us from the beginning—trust, integrity, personal connection, and service.
As Mission Wealth President Dannell Stuart shared while accepting the award on behalf of the firm:
“At Mission Wealth, we have always been about people. It’s about the clients who trust us with some of the most important decisions of their lives. It’s about the communities we serve. And it’s about the many people in this room who have partnered with us along the way.”
Those words capture what this recognition means to us. Every day, our advisors and professionals strive to help clients make thoughtful financial decisions that align with their values, goals, and aspirations while also giving back through volunteerism, philanthropy, financial literacy initiatives, and community partnerships.
Supporting the Scholarship Foundation of Santa Barbara
We are especially honored that this award comes through an event that supports an organization we deeply admire.
Since 2001, proceeds from the South Coast Business & Technology Awards have benefited the Scholarship Foundation of Santa Barbara, helping local students pursue higher education and achieve their dreams. To date, the event has generated more than $3.5 million in scholarships, benefiting over 1,300 students throughout the region.
Mission Wealth has proudly supported the Scholarship Foundation for many years because we believe in investing in future generations and creating opportunities that strengthen our entire community.
Dannell shared during her acceptance remarks, “We are especially proud to support the Scholarship Foundation of Santa Barbara, an organization that creates opportunities for students and has made a meaningful impact on our community for decades.”
The Foundation’s mission aligns closely with our own commitment to helping individuals and families build brighter futures and make a positive impact through purposeful planning and stewardship.
Honoring Santa Barbara’s Business Community
The South Coast Business & Technology Awards were established in 1995 by local business and industry leaders to recognize organizations and individuals who contribute to the economic strength and vitality of Santa Barbara County’s South Coast. The annual event attracts approximately 700 business and community leaders and celebrates excellence across a variety of categories.
Mission Wealth was honored to be recognized alongside an outstanding group of 2026 award recipients, including:
- UCSB Department of Technology Management – Excellence in Service
- William Wang – Entrepreneur of the Year
- Shane Trigg – Executive of the Year
- Trudi Carey – Pioneer Award
- Dimer Instruments & Unwrap – Rising Stars SCBT Blog Post Details.docx
We extend our congratulations to all of this year’s honorees and thank the Scholarship Foundation of Santa Barbara and the SCBT Awards committee for their leadership and dedication to celebrating excellence within our community.
Grateful for the Journey
This recognition belongs to every Mission Wealth team member who lives our values each day, supports one another, and works tirelessly to help our clients thrive.
It also belongs to our founders, Seth Streeter and Brad Stark, whose vision and leadership established a culture rooted in purpose, relationships, and genuine care for others. Their commitment to building a firm focused on people continues to guide us today.
Most importantly, we are grateful to our clients, who place their trust in us during some of life’s most important moments. Serving as a partner in helping individuals and families pursue financial confidence and meaningful lives is a responsibility we never take for granted.
As Dannell concluded in her acceptance speech:
“We accept this award with gratitude for our clients, our team, our families, our founders, and the community that has supported us throughout our journey here in Santa Barbara.”
We are humbled by this recognition and remain committed to serving our clients and communities with integrity, care, and purpose for many years to come.
About Mission Wealth
Mission Wealth is a nationally recognized independent Registered Investment Advisor founded in Santa Barbara, California. The firm provides comprehensive wealth management services, including financial planning, investment management, retirement planning, estate planning coordination, tax strategy, charitable planning, and family office services. Mission Wealth serves individuals, families, foundations, and institutions nationwide while remaining committed to helping clients align their financial decisions with their values and long-term goals.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
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