Sea to Peak Financial Advisors
Sea to Peak Financial Advisors has Merged with Mission Wealth
Sea to Peak’s dedicated team not only strengthened Mission Wealth’s existing client service experience in Washington and Colorado, but the partnership also enabled Mission Wealth to better serve the needs of future clientele in these evolving regions.
Sea To Peak Financial Advisors is Now Part of Mission Wealth
On October 1, 2021, Mission Wealth LP announced that it merged with Sea to Peak Financial Advisors, a firm that operated out of both Seattle and Denver and oversaw approximately $90 million in assets under management. Sea to Peak’s dedicated team not only strengthened Mission Wealth’s existing client service experience in Washington and Colorado, but the partnership also enabled Mission Wealth to better serve the needs of future clientele in these evolving regions.
A Growing Team With More Resources
If you need to reach us, please use the updated contact information below.
Stephanie Bruno, CFP®, AIF®, CPWA®, RMA®
Partner and Senior Wealth Advisor
Seattle, WA Phone: (206) 971-1710
Denver, CO Phone: (720) 881-8805
