Wealth Management Services For Families, Individuals, Businesses, and Nonprofits

Types of Clients We Serve at Mission Wealth

We are on a mission to inspire people, to optimize their finances, and to achieve their life goals.

Retirement Planning for Retirees

We can provide support to you at any stage of your retirement journey, so that you can enter the next stage of your life on your own terms. Careful coordination is required to ensure your retirement income strategy is tax-efficient and sustainable. As you face many decisions when retiring, we will guide you through your options and come up with a plan. No matter where you are in the planning process, we're here to help guide you every step of the way.

Mission Wealth Retirement Planning for Retirees

Retirement Planning Benefits:

  • Maximize your financial wealth and security.
  • Reduce financial stress so you can enjoy your retirement more.
  • Knowing what wealth transfer strategies options are best.
  • Identify opportunities to increase your income.
  • Be aware of your budget and know your limits when it comes to spending.
  • Understand and ensure your personal financial security.
  • A dynamic plan that is renewed annually to keep you on track.
  • A relationship with someone who knows you well that you trust.
  • As you age, you have the care and assistance you desire.
  • Get the most return from your portfolio at a comfortable risk level.

Financial Advice for Professionals

We understand that professionals have a lot on their plate, leaving little time to plan for their financial future. We understand your complex needs. We can help provide security for you and your family and help strategize on growing your personal wealth.

Based on your career experience, we want to help you maximize your opportunities and learn how to pay less in taxes. We will keep you informed of financial strategies that are applicable to unique situations or complexities that may arise.

Benefits for Professionals:

  • Overcome unique situations faced when planning for the future.
  • Insight and organization of your personal goals and aspirations.
  • Increased ability to focus on your career.
  • Diversify concentrated stock positions in your investment portfolio.
  • Protection for your family in an unforeseen event.
  • Maximizing your investments at your desired level of risk.
  • Coordination with your other professional advisors.
  • More free time and reduced financial stress.
  • Lower taxes and improved cash flow.
  • A written plan outlining steps required to meet your short-term and long-term financial goals.
estate and trust management

Financial Management for Business Owners and Entrepreneurs

Running a business can be all-consuming, leaving little time to plan your financial future and for your family’s security. We offer support to business owners to make sure their money is organized and they can make the most of the financial perks and tax breaks that come with ownership. We act as their financial advisor so that they can focus on what matters to them - running their business and living life.

Investing services

Benefits for Business Owners:

  • Increased ability to focus on your business.
  • A relationship with someone you trust and who knows you well.
  • Insight and prioritization of your personal goals and aspirations.
  • Diversify concentrated stock positions in your investment portfolio.
  • A plan outlining the steps required to meet your financial goals.
  • Maximize your investment at your desired level of risk.
  • Define a continuity plan for your family.
  • Coordination with your other professional advisors.
  • Know which wealth transfer strategies work best in your situation.

Financial Planning for Female Investors

Today, women have more financial responsibility and family obligations than ever before. Our advisors offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment. We believe that women can benefit greatly from working with a financial professional who can help them understand their options and implement plans designed to help them and their families live financially secure lives.

Benefits for Independent Women:

  • Gain control, clarity and confidence in your financial decisions.
  • Reduce financial stress.
  • Understand and ensure your personal financial security.
  • Identify opportunities to increase your income.
  • A relationship with someone who knows you well that you trust.
  • A dynamic plan to keep you on track to meet your goals.
  • Coordination with your other professional advisors.
  • As you age, you have the care and assistance you deserve.
  • Understand what you can afford to spend and give to others.
  • Get the most return from your portfolio at a comfortable risk level.
Female wealth advisors for women

Financial Management for Family Office Clients

Mission Wealth offers the highest level of sophisticated planning and expertise to support your family's wealth and life goals. Our in-house team of professionals with specializations in investments, taxes, estate planning and asset protection will partner with you and your other trusted advisors to address your family’s unique needs and complexity. Family Office services are tailored for every unique client situation. Through our boutique offering, we will create and implement bespoke strategies to address your evolving needs and long-term goals. Our family governance and philanthropy offerings will help you to establish and instill your family values in an impactful way to create a lasting legacy for you and your family.

wealth management for families

Family Office Benefits:

  • Get objective and proactive advice from a trusted and dedicated advisory team.
  • Access our in-house strategy team and vetted third-party partners for the specialized help you require.
  • Integrate all aspects of your financial picture into one place, including assets, liabilities, and pertinent documents.
  • Develop a family engagement and communication plan with a succession roadmap.
  • Enjoy more balance, impact, inspiration, and fulfillment through our Inspired Living service.

Investment Strategy for Foundations and Endowments

At Mission Wealth, we work with your investment committee to help you gain strategic perspective on governance processes and implementation considerations — ensuring the checks and balances necessary to support successful investment execution are in place. We collaborate with nonprofits and community foundations to provide effective, transparent investment solutions. Our solutions include custom investment strategies, financial education and reporting analysis to ensure fulfillment of your investment policy statement.

Benefits for Foundations and Endowments:

  • Customized, flexible and scalable solutions.
  • Reduced fees and streamlined custody.
  • Global research and resources at your grasp.
  • Best-in-class institutional managers, including access to illiquid investment managers.
  • Customized, low volatility asset allocation for your endowment to create more reliable income for operations.
  • Market insights, capital markets trade guidance, deep product knowledge, and portfolio customization.
  • Extensive experience — our team members include Chief Investment Officers, investment committee members and board members.
              Charitable Planning

              Financial Guidance for Next Generation Clients

              The amount of wealth being passed from one generation to the next has reached unprecedented levels in the United States. We understand the importance of passing down financial knowledge and wisdom from one generation to the next. We can help you teach your family members how to make sound financial decisions and ensure that the family wealth is preserved and used responsibly in the future. We can also help you create a foundation for your heirs to ensure that their financial futures are secure.

              next generation clients

              Benefits for Next Generation Clients:

              • Gain meaningful and measurable advice for helping your heirs reach their goals, alongside you and your advisory team.
              • Share insights into your life transitions so you can  better navigate the uncertainty of change together.
              • Engage next generation family members and create multigenerational charitable commitments to support your family’s values.

              Stock Concentration Planning for Professionals

              Mission Wealth offers tailored guidance to stockholders, assisting them in creating personalized strategies for diversifying assets, securing financial stability, and minimizing market volatility risks.

              Benefits of Stock Diversification:

              • We develop personalized plans to lock in gains and reduce risks.
              • Effectively minimize tax consequences when selling concentrated stock, instilling confidence in your investment decisions.
              • Understand and assess the risks associated with your concentrated stock position.
              • Select the “right” plan for exercising options, plan around vesting schedules, and optimize the timing of stock sales with experts.
              • Adjust positions based on your wealth plan, tax situation, and changing market conditions.
              • Mission Wealth offers in-house customized stock concentration strategies, saving you unnecessary outsourcing fees.

                Stock Option Planning Services