Building a Firm of Permanence with Seth Streeter | Mergers & Acquisitions at Mission Wealth
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Building a Firm of Permanence with Seth Streeter | Mergers & Acquisitions at Mission Wealth
Show Transcript
at Mission wealth it’s really important for us that we can continually provide opportunities for all members of our team we’re very excited about the shareholder opportunities that we provide and today we have 31 owners in The Firm since Brad and I started the firm we’ve cared about creating a firm of permanence being able to create a place where people can really Thrive and shine in their careers and we’re happy to continually widen that ownership group to others that can come in either being grown from within or maybe merger partners that join us and collectively as shareholders We’re In It Together together we want to create an exciting vision for the future we want to create an incredible culture for our team we want to take exceptional care of our clients and we’re excited to have these people with us shoulder-to-shoulder marching toward this really bright future [Music]
together
In this video, Founder and Chief Impact Officer Seth Streeter outlines Mission Wealth’s commitment to building a firm of permanence, a place where every team member has the opportunity to thrive and succeed. With a focus on shareholder opportunities and a growing ownership group, we are dedicated to creating an exciting vision for the future, fostering an incredible culture, and delivering exceptional care to clients.
To learn more about our mergers and acquisitions or future partnership opportunities, visit missionwealth.com/opportunity.
Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
For more information on Mission Wealth, please visit www.missionwealth.com.
Connect with us online at:
Twitter: https://twitter.com/missionwealth
Facebook: https://www.facebook.com/missionwealth
Instagram: https://www.instagram.com/mission_wealth
LinkedIn: https://www.linkedin.com/company/missionwealth
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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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