From Vision to Purpose | The Story Behind Mission Wealth’s Inception with Brad Stark
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From Vision to Purpose | The Story Behind Mission Wealth's Inception with Brad Stark
Show Transcript
as we set out on the journey there was never an objective to be a top wealth management firm in the country the objective was to be a top wealth management firm for our clients it just happened over time that what we were doing resonated with people provided tremendous value and the firm grew the success is a byproduct of what we delivered to people and how we took care of folks Mission wealth started 8 years before the formation of the company Seth and I were working for a multinational company and during in our tenure there we were really passionate about being objective for clients and the only way that we could figure out how to do that was to go out and Forge our own way and we forg Our Own Way by sitting up Mission wealth as a financial planning based firm with the basis of being independent and objective and how we deal with clients it was pretty easy to figure out what we wanted to do differently the only way that we’re going to make this work the way that we want it to we’re going to need to share firm growth we’re going to need to share the opportunities within the organization with other people we’ve
benefited as an entire organization that really Buys in to a team and a firm belief and helping one another over the years our clients needs evolved and so did Mission wealth we’re always trying to stay ahead understand not only what the clients need today but what the clients are going to need into the future and anticipate those so that we bring services and value add to our clients in that experience years ago at Mission wealth we decided to flatten out the ownership with in The Firm meaning that Seth and I who started it we needed to level the playing field and start having more Partners across different parts of the country that would participate in the growth of the organization and the idea behind that is that the firm is no longer just depended on the two of us now the firm is a lot larger and it is a group and team atmosphere and in order for that atmosphere to continue everyone has to win and everyone needs to participate in one way or another and we believe in sharing and sharing creat success for the entire group what I’m most proud of at the firm is I look around and people
that have been with us for 20 years the personal financial success that they’ve had the opportunities that have been afforded to them but then I also look at the lives that we’ve touched from the outside with our clients and how much praise we get from folks that say you made my life better and that’s just really special
In this inspiring video, Brad Stark, co-founder of Mission Wealth, takes us on a reflective journey from the firm’s inception to its present-day status as a nationally acclaimed Registered Investment Advisor (RIA) and wealth management leader. Brad shares the remarkable story of Mission Wealth’s beginnings, the core values that have guided our growth, and the strategic additions of team members and partners that have shaped our success.
Join Brad Stark as he reflects on the journey, celebrates the achievements, and outlines the vision for the future of Mission Wealth. This video is a testament to the firm’s enduring commitment to providing unparalleled wealth management services tailored to each client’s unique needs.
Subscribe to our channel for more insights into financial management, wealth planning, and the values that drive our success at Mission Wealth. For further information or to schedule a free consultation, visit our website or reach out directly. Let’s embark on a journey towards achieving your financial goals together.
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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.
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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.
