Our Solutions

We offer truly customized solutions to meet your evolving needs.
 

Our Solutions

We offer truly customized solutions to meet your evolving needs.

Private Client Solution

Larger portfolios deserve additional guidance.


The Private Client Solution is our most advanced service offering; it keeps our clients focused, educated and feeling in control of their finances. We instill our academic approach to investments and in-depth wealth management expertise in order to help you determine where you want to go and the best way to get there. This road map will integrate every aspect of your financial picture, combining all of our wealth management, investment management, risk, tax and estate planning services in one.

Who is the Private Client Solution best for?


  • Individuals with established wealth, who desire to invest a minimum of $5 million.
  • High net worth individuals and families who want a robust financial plan and portfolio management to meet their lifestyle goals.
  • Those who have accumulated material assets over the years and need help managing them.
  • Individuals experiencing multiple complexities in their lives, who seek help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, estate planning, loss of a spouse, or a health concern.
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What services do you offer for Private clients?


Designed for ultra-high net worth families, the Private Client Solution looks at the big picture of your financial situation. Mission Wealth will work directly with you and your other professional advisors to develop effective strategies for everything from tax and financial planning, to family office management, to estate and succession planning — while providing personal focus and attention to the day-to-day matters you deserve.

Wealth Management

  • Dedicated Advisory Team (CA, LA, PM, CAA, CSR)
  • Financial Planning
  • Annual Wealth Management Review
  • Budget Analysis and Spending Review
  • Goals Assessment and Prioritization
  • Wealth Planning Checklist and Organizer
  • Real Estate Advice and Support
  • Mortgage Rate Watch
  • Access to Lower Negotiated Borrowing Rates
  • Social Security Maximization
  • Medicare Enrollment Assistance
  • Retirement Home Analysis and Community Living Options
  • College Savings Plans and Analysis

Investment Management

  • Access to Investment Resources (research, technology and market data)
  • Customized Portfolios (Integrated Legacy Holdings, Portfolio Enhancements)
  • Portfolio Income Strategies
  • Tax-Smart Implementation and Low Trading Costs
  • Monitoring, Rebalancing, Tax-loss Harvesting and Performance Reporting
  • Specialty Investment Solutions
  • Access to Specialized Alternative Investments
  • Individual Bond Management
  • Social Values Portfolio (Socially Responsible Investing)
  • ESG Screening Service
  • Concentrated Stock Solutions (Customized Options Strategies and Ex. Funds)
  • Cash Management (Individual Certificates of Deposit, Variable Rate Demand Notes, Money Market Funds and Treasury Bills)
  • Stock Option Planning
  • Current Events: Portfolio Sensitivity (Hidden Levers)
  • Client Portal (Tamarac Advisor View and Mobile App)
  • 401(k) Guidance

Tax Management

  • Annual Tax Management Review
  • Estate Tax Reduction Strategies
  • Integration and Coordination with CPA on Tax Savings Strategies
  • Concentrated Stock Planning
  • CPA of Counsel

Estate Planning & Risk Management

  • Estate Plan Review
  • Family Legacy Planning
  • Family Financial Education
  • Trustee and Fiduciary Support
  • Charitable Planning and Philanthropic Planning (Donor Advised Funds, Family Philanthropy and Planned Giving Discussions)
  • Risk Management Review for Life, Disability and Long Term Care Insurance
  • Property and Casualty Review (HUB)
  • Cyber Security Insurance (HUB)

    Inspired Living

    • Inspired Living Annual Review
    • INSPIREDtalk Events
    • Wisdom Share Events
    • Conversation Circle Events
    • 11 Dimensions of Life Assessment
    • Inspired Life Purpose Assessment


    Integrated Wealth Solution

    Integrate all aspects of your financial life.


    For nearly two decades, we are proud to continue to offer the evolving Integrated Wealth Solution – an acclaimed service approach that keeps you focused, educated and in control of your finances. We utilize our all-inclusive view to help you determine where you want to go and the best way to get there. It goes beyond just investments; it’s a road map that integrates all aspects of your financial life.

    Who is the Integrated Wealth Solution best for?


    • Individuals with accumulated wealth, who generally want to invest between $1 million to $5 million.
    • Individuals who have accumulated material assets over the years and want to manage this wealth through a more sophisticated financial planning and investment approach.
    • Those looking for a relationship manager to provide quality information, advice, and discussion regarding their financial performance and wealth strategies.
    • People who seek help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, estate planning, loss of a spouse, or a health concern.
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            What services do you offer for Integrated Wealth clients?


            This core solution bundles wealth management, investment management, risk, tax and estate planning in order to help you get on track with your financial goals and life dreams.

            Wealth Management

            • Dedicated Advisory Team (LA, CA, CAA, PM, CSR)
            • Financial Planning
            • Annual Wealth Management Review
            • Budget Analysis and Spending Review
            • Goals Assessment and Prioritization
            • Wealth Planning Checklist and Organizer
            • Real Estate Advice and Support
            • Mortgage Rate Watch
            • Social Security Maximization
            • Medicare Enrollment Assistance
            • College Savings Plans and Analysis

            Tax Management

            • Annual Tax Management Review
            • Integration and Coordination with CPA on Tax Savings Strategies

            Investment Management

            • Access to Investment Resources (research, technology and market data)
            • Customized Portfolios (Integrated Legacy Holdings, Portfolio Enhancements)
            • Portfolio Income Strategies
            • Tax-Smart Implementation and Low Trading Costs
            • Monitoring, Rebalancing, Tax-loss Harvesting and Performance Reporting
            • Socially Responsible Investing
            • Concentrated Stock Solutions (Customized Options Strategies and Ex. Funds)
            • Stock Option Planning
            • Current Events: Portfolio Sensitivity (Hidden Levers)
            • Client Portal (Tamarac Advisor View and Mobile App)
            • 401(k) Guidance

              Estate Planning & Risk Management

              • Estate Plan Review
              • Timely and Professional Estate Reviews, Observations and Considerations
              • Estate Tax Estimates
              • Generational Planning (Family Legacy Planning, Communicating with Beneficiaries, Strategies for Transferring Wealth and Managing Your Estate)
              • Family Financial Education
              • Trustee and Fiduciary Support
              • Charitable Planning and Philanthropic Planning (Donor Advised Funds, Family Philanthropy and Planned Giving Discussions)
              • Insurance Review
              • Risk Management Review for Life, Disability and Long Term Care Insurance
              • Property and Casualty Review (HUB)
              • Cyber Security Insurance (HUB)


                Emerging Wealth Solution

                Contemplate your next steps as you begin to accumulate wealth.


                At Mission Wealth we will invest in you and your future so that over time – as you accumulate and grow your assets – we can help you achieve your goals and give you greater flexibility. The Emerging Wealth Solution offers the first step toward management, refinement and prioritization of your financial and investment goals. As you experience life-changing events, such as a sudden inheritance, purchase of a home, a new marriage, loss of a loved one or a divorce, you may find yourself seeking a trusted advisor to provide caring financial guidance.

                Who is the Emerging Wealth Solution best for?


                • People who are generally mid-career, are looking for advice on life events they anticipate in the future, and who are dedicated to saving in the near term.
                • Those who may be thinking about starting a plan for retirement, investing for the first time, or are looking to grow their assets over time.
                • Individuals with emerging or evolving wealth, who plan to invest less than $1 million.
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                  What services do you offer for Emerging Wealth clients?


                  Ultimately, investing for a lifetime is a long road. By avoiding mistakes and missteps early, investing regularly, and with a bit of prudent financial management, the emerging wealthy individual can be well on their way toward a productive future and retirement.

                  Wealth and Investment Management

                  • Dedicated Advisor Relationship (CA, CAA, CSR)
                  • Goals and Priorities Monitoring
                  • Annual Suitability Meeting
                  • Ongoing Investment Management
                  • Client Portal (Tamarac Advisor View and Mobile App)