Customized Portfolios

Wes Patton has consistently delivered excellent counsel, strategic direction, and personal investment structure. He is responsive in a very timely manner and does an excellent job at coordinating with my family and tax advisors.

I thought I knew a thing or two about investing, but had an inkling that I had made missteps when my portfolio was pummeled in 2022 by inflation shock. In Mission Wealth (MW) I found a team that shared my investing philosophy, including buying and holding low cost mutual funds over individual investments. I liked that they didn’t over-promise, emphasizing long term discipline. MW diversified my portfolio much more fully than I had ever conceived. The incorporated my biases to a point without compromising their vision and that has benefited me greatly. Their recommendations have proven to be crucial - liquidating my company stock, investing internationally and incorporating private investments. My portfolio is less risky than before w/o overweighting bond funds. My team is headed by Steph Bruno, and she has been outstanding to work with - very responsive to me and patient with my anxieties. I could not be happier with my wealth manager. Also, their online portal is wonderful.

I was hesitant to roll my 401-k account to a self directed IRA. My returns were “OK”, but not great. Even with an online investment advice service available to me, I didn’t feel an automated service could really know me, as an individual. I finally decided to transfer my 401-k account to Mission Wealth after “interviewing” MW and one other organization and I’m sorry I waited so long to do so. I am fortunate to have Jeremy Ragar as my advisor and I’m more than pleased with his expertise, professionalism, and his responsiveness via email or phone. I am confident that I made the right decision. For me, I know that managing my portfolio is not something I have the time nor the expertise to do on my own and I trust MW, as a fiduciary who understands my priorities and risk tolerance, to make those recommendations.

I have nothing but good things to say about my experience with Mission Wealth. Wes Patton is great to work with and I have total confidence in his work and that of his team. He understands my goals and values for my investments; he brings me interesting options for diversifying; and he always answers my questions thoughtfully - even the silly and naive ones.

We have been fortunate to work with Bryant and the Mission Wealth team since 2019 and they have provided amazing support and counsel that have helped us ensure that we continue to stay on track with our goals. Mission has provided us to a range of asset allocation and wealth management tools that have allowed us to customize our portfolio to meet our unique needs. We cannot speak highly enough of Bryant and his team for their insight, support, and guidance.

Byron is communicative, helpful, and good at explaining financial concepts and strategy. He regularly introduces me to new options. He closely listens to my desires, gives detailed feedback, and then faithfully executes my decisions. My portfolio has performed well under his management over many years. In short, I am a very happy customer.

Mission Wealth was among a list of financial management firms suggested by Fidelity Investments. My wife and I interviewed several candidates, and selected Mission, sensing they had the finest combination of departmental depth and services, individual attention, and earnest intent to collate my assets into a balanced and purposed portfolio. Though still in the early phase of our working relationship, I feel we made the right choice. We are particularly grateful to have Claudia Arnold as our personal advisor. She excels in all the professional skills, to include prompt and detailed communication, knowledge of our needs and best interests, and strategies to achieve successful outcomes. Equally important, she transforms the serious nature of wealth management into a welcoming interface of human interaction. We feel assured that we can consult her with ease, and that any concerns of ours will be considered with sincerity. We look forward to our journey with Claudia, and Mission Wealth.