The Story Behind Mission Wealth Management | Mission Wealth Financial Advisors
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The Story Behind Mission Wealth Management | Mission Wealth Financial Advisors
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tell me a little bit about Mission wealth well Mike uh my co-founder and partner Brad Stark and I founded Mission wealth management after working for a very large uh multinational Financial Services firm where we had a great deal of success dealing with clients however after a number of years we started to fill a disconnect between what we felt was truly in our client’s best interest and what we thought the parent company really wanted us to promote so as a result we founded Mission wealth management based on some core principles number one being objectivity for our clients
Our founding vision for Mission Wealth was simple — to empower affluent families to pursue their financial dreams. Our firm was founded on the following principles: conflict-free advice, proactive financial planning, and coordination with other professional advisors, including accountants, attorneys, and bankers.
Founded in 2000, Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has 21 other offices nationwide. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate planning, 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
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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.
