At Mission Wealth, we believe in the power of partnership. For over 25 years, we’ve worked with attorneys, CPAs, mortgage brokers, and other trusted professionals to ensure our mutual clients receive the highest quality financial guidance and support, especially during life’s pivotal moments.
Whether your clients are approaching retirement, navigating a divorce, selling a business, or dealing with a significant health event, you can trust our team to support them with empathy, strategic insight, and a long-term perspective.
For example, we understand that legal matters often involve major financial decisions. An established attorney’s legal insights paired with our financial planning capabilities create a holistic, client-first experience. When working with CPAs and tax professionals, we strive to ensure every decision is aligned with a client’s tax picture. Together, we can deliver cohesive, forward-thinking strategies that enhance outcomes for your clients.
A Partner You—and Your Clients—Can Trust
As fiduciaries, we are bound to act in our clients’ best interest. That same philosophy extends to our professional relationships. We abide by the golden rule—“treat others the way you want to be treated”—and that means honoring your relationship with the client and keeping you informed every step of the way.
Here’s what you can expect when you work with Mission Wealth:
- Seamless collaboration throughout our partnership
- Proactive communication to keep you fully informed
- Joint client meetings for clarity, alignment, and confidence
- Peace of mind for both you and your client
Real Results, Real Stories
We understand the importance of trust when referring a client. That’s why we approach each relationship with deep care and customized planning. Here are two recent examples of how partnership created powerful outcomes:
Helping a Client Retire with Confidence
A client referred by their mortgage broker was transitioning into retirement and planning time abroad while renting out their home. They needed a holistic plan to manage their evolving financial life. Our team crafted a complete financial roadmap—including ESG-focused investing, cash flow planning, and asset consolidation. We introduced private real estate and a green energy fund to align with the client’s values, while bringing their accounts under one coordinated strategy for simplicity and confidence.
Diversifying a Large Concentrated Stock Position Through Strategic Philanthropy
A client was referred to Mission Wealth with a large concentrated stock position and significant unrealized capital gains. Concerned about the tax consequences of selling, he also wanted to generate lifetime income and leave a meaningful charitable legacy. We partnered with his CPA to evaluate multiple strategies. We ultimately funded a Charitable Remainder Trust—allowing the stock to be sold tax-efficiently, creating a dependable income stream, and securing a future gift to charity.
Why Partner with Mission Wealth
We understand the trust your clients place in you. Let us extend that trust by delivering comprehensive, customized financial planning and investment strategies. To learn more about our overall client experience, we invite you to watch a short video about our personalized client service.
If you’re a professional advisor looking to expand your service offering and elevate the outcomes for your clients, let’s talk. Contact us today to explore how we can work together.
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.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00751387 05/25
