Mission Wealth Holds Firm Retreat in Scottsdale, AZ May 2022 | Mission Wealth Management
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Mission Wealth Holds Firm Retreat in Scottsdale, AZ May 2022 | Mission Wealth Management
Mission Wealth held our second annual all-firm retreat in Scottsdale, AZ in May 2022. The event was well attended, with over 80 people across all departments: Operations, Investments, Marketing, Technology, and Advisory. The event was filled with many opportunities to bond and get to know other teammates.
Mission Wealth hosted a day of golf to start the 3-day retreat, team activities, a nice afternoon to relax by the pool, and a scenic welcome reception with dinner the first night.
Day two was filled with an early photo shoot of our team, including Women on a Mission, the partner group, and all team members. Shortly after photos was a nice breakfast buffet and a chance to break the ice with several fun activities before the main session. Some of these ice breakers included a fun competition of paper-rock-scissors, one-on-one conversations, and small group shares. The team created a future vision board, sharing what they would accomplish if they were “10x bolder than they were today”. The main session was very informative with each department lead celebrating moments from the past year and giving a sneak peek of what’s to come. Lunch followed with a savory southern buffet.
After a quick break, the team headed to St. Mary’s Foodbank and packed over 26,000 meals in one hour! St. Mary’s Food Bank serves to alleviate hunger through the gathering and distribution of food while encouraging self-sufficiency, collaboration, advocacy and education. Mission Wealth also offered a monetary donation to the organization. Talk about team work!
Later than evening the team headed out to dinner at Toca Madera in downtown Scottsdale, AZ. Toca Madera re-imagines traditional Mexican cuisine by taking a modern approach pairing locally-sourced ingredients with bold flavors. The team shared fine foods, drinks, and tons of fun.
Day three was a sad goodbye but definitely went out with a bang! The team gathered for an early breakfast and resort walk before departing. We can’t wait to do it all again next time!
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Mission Wealth is a nationally recognized RIA founded in 2000 that oversees over $4.8 Billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and risk management solutions tailored to each client’s needs. Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisers, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.
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.
