Psychology of Wealth

We could not be happier with the work that Jorie and Mission Wealth have done for us. After 10 years, she has become part of our extended family. Security and confidence is what we were looking for and we couldn’t imagine being with anyone else.

We just can not believe how fortunate we are to have Ethan C. in our financial corner!!! Over the years we have worked with Ethan, he has continued to impress us with his steady financial guidance.Our early retirement would not have been possible without Ethan. We know without a doubt that our financial picture would have been pretty dismal without him. Our only complaint since we retired and moved to our family farm in the Midwest is that we are too far away to meet him for a meal. Ethan is a continuous blessing to us.

I highly recommend Shane Holt as a wealth advisor. He has been instrumental in helping me clarify and achieve my financial goals, from building long-term wealth to thoughtfully planning for retirement. Shane is consistently thorough, strategic, and attentive in his approach, ensuring that every recommendation is tailored to my personal financial situation and objectives. What sets Shane apart is his ability to make complex financial topics clear and actionable. He takes the time to explain his guidance in a way that builds real understanding and confidence in decision-making. I always feel informed and supported when working with him. Shane is also a great listener and a pleasure to work with. He brings a personable, calm, and approachable style to what can often be a stressful subject, making financial planning feel much more manageable and even enjoyable! I have great trust in Shane Holt and in Mission Wealth. I am genuinely grateful for his guidance and partnership.

Daniele Beasley and the team at Mission Wealth have been outstanding to work with. Daniele has done an excellent job balancing professionalism, knowledge, and patience while helping manage both my investments and my family’s finances. What I appreciate most is her ability to give thoughtful guidance while still making us feel heard and respected. She never pushes — she educates, advises, and helps navigate decisions in a way that builds trust and confidence. Since working with Mission Wealth, I’ve been very happy with the performance of my investments and the overall experience. Daniele has been responsive, knowledgeable, and genuinely great to work with throughout the process. I highly recommend Daniele and Mission Wealth to anyone looking for a financial advisor who combines strong results with excellent personal service.

Will has been my Financial Advisor for the past four or five years. Maybe longer? For many years of my life I’ve struggled with having a Financial Planner (I’m as frugal as my father!). But the truth is, I don’t understand the markets, I don’t follow my finances as closely as I probably should and I find quite a bit of it confusing. It’s so very nice to have the peace of mind I get having Will as my Financial Advisor. If I have a question about anything at all. Whether it’s annoying mail I don’t understand, anxiety over my retirement, anxiety over whether I’m saving enough or understanding how to get information when I need it, Will is always there to help me answer questions and give me the peace of mind that helps me sleep better at night. One such meeting came up recently. After talking with Will I’m walking away with a sense of calm in my gut that hadn’t existed for weeks before. I appreciate his continued support, mkt intel and ability to put me at at ease. ♥️

Working with Jorie Pitt and your company has been an outstanding experience. Jorie is smart, dedicated and extremely caring. She and her team have allowed us to full fill our dreams!

Who has your back? To whom do you entrust your life or your wealth? Who will walk with you through swift-passing years and turbulent worlds? Surely, they must have the talent, training, and skill to do the job. But it takes more than competence; you need someone who engages with you, understands you and your needs, and will wisely, diligently find solutions to serve you. Pro forma solutions don’t cut it; what works for a thousand others might not work for you; the best solution considers not only nuts and bolts, but intangibles like risk, emotion, hopes, and fears. The role is as much sage, counselor, and friend as it is financial advisor, and that is how Claudia has blended into our lives for so many years. Whatever AI or mere technical skill may bring to financial management, it cannot ever replicate the human, humane, consummately professional guidance that Claudia has brought to us.

I'm very happy that we moved to Mission Wealth to help us navigate into our retirement years. Their investment strategies and market insight have been everything I hoped. Jorie Pitt, our wealth management partner, has been the cornerstone to that success. In the past my wife didn't engage with previous financial planners, but agreed to come for 5 minutes of my first meeting with Mission Wealth. Jorie's personality, professionalism, and knowledge of our investments were incredible. My wife stayed for the entire meeting and now looks forward to them. In additional to top shelf wealth management services, Jorie and Mission Wealth have given me peace of mind knowing we made the right choice and are in good hands.

Mission Wealth listens and understands. My advisors are prepared, constructive, and I feel like they have always had my back. They encourage me to live a life of joy and to balance my happiness with prudence. I love the Mission Wealth seminars and special events. It helps me stay engaged with the firm. They have been with me through hard times and easy times.. I am grateful!

We appreciate how Tricia has gotten to know us in so many ways. She has taken the time to not only know and understand our financial goals of course, but she knows our thoughts on how we want to live our life. From our own financial security, to family, to giving, and the implications of our portfolio performance on the achievement of our goals, she has assisted us create and execute a successful investment strategy.

As I neared retirement, I managed our investments myself. When I actually retired, I watched all the financial news/shows, updated my Excel worksheets weekly, researched new investment possibilities, etc., etc., etc. At first, I really enjoyed the process, felt involved, invested, and responsible. But fairly quickly I realized that I was spending a lot of my retirement free time doing all this stuff. What started out as enjoyment was quickly turning into another job. Retirement was getting stressful. That’s when I realized it was time to turn to the professionals. Mission Wealth was the clear winner of our research efforts, and what a relief to turn over my “job” to the pros. Mission Wealth, and Julianna in particular, have given back my retirement to me, and I can’t thank them enough. Our investments continue to grow nicely, and our feeling of security couldn’t be higher.

Thank you kindly to both of you for staying on top of things and watching my financial account! I truly appreciate it, and while I was traveling in May and June, I must say that I felt really comfortable traveling and not thinking or worrying about the financial market and my accounts. I think I was blessed to have stumbled upon Mission Wealth, and I am now at a stage where I can honestly enjoy life.

My advisor, Scott Ranby, is the ultimate professional - efficient, knowledgable, caring and friendly. He asks great questions and listens well. He is easy to talk with and always is thorough and prepared when I ask questions of him. I am so happy and actually relieved to have as advisor who has all of these qualities. It is a hard world and it is a joy to have a trustworthy, helpful person whose expertise is not my own.