Portrait of Auddie Sweet

Auddie Sweet CFP®

Wealth Advisor

Based in Seattle, Auddie helps retirees, tech professionals, executives, and business owners coordinate retirement income, concentrated equity, investments, taxes, charitable giving, and long-term wealth decisions

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings

Who Auddie Typically Helps

Individuals and families approaching retirement, retirees creating income plans, tech professionals and executives with equity compensation, Microsoft, Amazon, and Meta employees, individuals receiving an inheritance, business owners establishing or improving workplace retirement plans

Serving Clients in

Seattle • Bellevue • San Francisco • Sacramento • Reno • Communities throughout the Pacific Northwest, Northern California, and Nevada

Available nationwide through virtual meetings

Questions Auddie Helps Answer

  • How can I build an investment and cash-flow strategy for retirement?
  • How should I navigate an inheritance or other wealth transition?
  • How can I give to charity in a tax-efficient way?
  • How should I manage stock options, equity compensation, and employer stock?
  • How do I design a retirement plan that provides clarity, confidence, and direction in my path forward?

What Clients Say About Mission Wealth

Eva H.

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

Aalap S.

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

Sarah S.

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Rick R.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

Shara A.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.

As a Wealth Advisor at Mission Wealth, Auddie Sweet works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Auddie delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Auddie leverages his expertise to provide clients with tailored advice and guidance.

I love working as a Wealth Advisor because money, at it’s core, it a tool for living - and helping people connect their wealth to what truly matters to them is one of the most meaningful and fulfilling experiences I can imagine.

Auddie Sweet, Wealth Advisor

Auddie’s Frequently Asked Questions

Clients can expect a holistic and relationship-focused process built around careful listening and open communication. Auddie begins with the concerns that matter most to the client, then builds outward to address investments, cash flow, insurance, taxes, retirement, and estate planning as needed. He explains recommendations thoroughly and works to simplify complex decisions so clients understand how their financial resources support a life fully lived

Professional Background

Auddie launched his wealth management career in 2017 as an intern for Waddell & Reed. In 2019, after obtaining his Bachelor of Arts in Business Finance from the University of Nevada, Reno, he began developing a strong foundation in financial planning, portfolio management, and client service – first at Waddell & Reed and continuing through the firm’s acquisition and rebrand as Washoe Wealth Advisors under LPL Financial.

Seeking to deepen his impact with high-net-worth families, Auddie joined Highland Private Wealth Management as an Associate Advisor in 2023. There, he broadened his knowledge across estate and insurance planning, tax strategies, and investment management. In 2025, Auddie passed the CFP® exam and earned his CERTIFIED FINANCIAL PLANNER™ designation – a milestone that reflects his commitment to the highest standards of financial planning.

A Certified Wealth Confidant as well, Auddie is passionate about helping clients connect their wealth to a life of meaning and purpose- and excitedly brought that philosophy to the team at Mission Wealth in 2026.

Personal Pursuits

Auddie’s roots run from Santa Barbara, where he was born, through Reno, where he grew up, to Seattle, where he now lives and thrives. Family, friends, and community are at the center of his life – as is a deep commitment to health and fitness that has carried him from the wrestling mat to the top of Mt. Rainier to the pickleball court. He bleeds for the Chicago Bears, San Antonio Spurs, and Seattle Mariners (you can ask him about that eclectic mix), and finds immense joy/escape in music. A true adventurer at heart, Auddie backpacked 193 miles in 10 days along the Camino de Santiago Portuguese route, a journey that speaks volumes to his love of the world.

Community Impact

Service has always been at the core of who Auddie is. Since 2019, he has been a Rotarian, even stepping into the role of Club President for the Reno Midtown Rotary club. There, he collaborated with local nonprofits, fundraised for charities, and rallied his community around causes that mattered. After making the move to Seattle, that spirit carried along with him, leading him to volunteer at Food Lifeline and roll up his sleeves for community clean-ups around the city. Beyond people, Auddie’s passion for service extends to the planet – he is an advocate for environmental stewardship, committed to keeping our lands and oceans clean and protecting the wildlife that calls them home.

Group of six people smiling in front of the Hawaii Volcanoes National Park sign, enjoying their visit together.
Auddie Sweet stands on a mountain trail, equipped for hiking, with a stunning landscape of snow-capped peaks behind him.
Three friends smiling in front of a vibrant tulip field, enjoying a sunny day outdoors.
A couple shares a joyful moment during their outdoor wedding ceremony, framed by floral decorations and an arch.
A family of four smiles together on a porch, wearing festive clothing, capturing a joyful moment.

Request an introduction to Auddie Sweet.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Auddie Sweet and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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Request an introduction
to Auddie Sweet.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Auddie Sweet and Mission Wealth may be the right fit to support your life and financial goals.