Trust & Estate Planning

Everyone at Mission Wealth has helped my family with our financial and estate planning. They are so knowledgeable and great at explaining exactly what they are doing and why.

We learned about Mission Wealth at a presentation by Schwab located in Indian Wells, CA. Trying to recover from the'07,'08,'09 debacle my wife and I were interested in what we heard and over the following couple of years we moved my IRA and Marilyn's investment account to Schwab under the direction of Rick Gonzalez. We are very pleased with the results and services provided. We are so confident in the services provided, we have made Mission Wealth the financial manager of our invested assets in the event of our death or incapacitation. Our Executors are in agreement and welcome the services Mission Wealth can provide.

I've been working with Mia Cattaneo for over a year and the experience has been wonderful. She is very skilled at financial planning and takes time to understand my unique requirements and behaviors. It's great knowing I have a trusted advisor with whom I can share questions and concerns about present and future financial questions. I've leveraged the estate planning services to set up our complete estate plan and look forward to modifying it with our upcoming move to New York state. The overall services and experiences have met or exceeded my expectations. Mission Wealth is more than a service, they are more like a partner.

I’ve entrusted my retirement plan to Jorie Pitt for a dozen years now. In addition to doubling my investments, she has provided me with advice to make my legacy secure for the next generations.

Love working with Jared and Pat - they have helped me clean up a mess! Very pleased with portfolio rebalancing and performance and completion of a revocable living trust.

Mission Wealth has been an extremely valuable partner in advising on the structure and management of my estate as I planned for and moved into retirement. Amanda and Joey have been instrumental with their advice and guidance on wealth management and tax planning, especially about managing and diversifying out of a concentrated stock position. Amanda’s expertise in philanthropic planning has been insightful in establishing a long-term charitable giving plan that allows me to benefit the causes I want to support as a key component of my estate plan with tax-efficient giving strategies. The comprehensive approach to life-long wealth management and planning has allowed me to focus on what I want to do in the years ahead with the peace of mind that my estate plan is secure. It has been extremely valuable for me to draw on Mission Wealth’s deep knowledge and expertise in estate and tax planning, investments, trust advisement, and wealth management.

Scott has been extremely helpful as we have been transferring assets from my father’s estate into our portfolio. He is very helpful and has explained a number of technical details very well.