Investment Solutions for Women

Collaborate on a wealth plan built for you.

Feel empowered with the confidence and resources you need to take control of your financial wellbeing.

As women continue to earn money, become the main breadwinners for their families, and run their own businesses, it's vital that they take steps to protect their assets, both personal and business.

Primary Decision Makers

95% of women will be their family's primary financial decision maker at some point in their lives.¹

Longevity in Women

On average, women will live longer than men by 5 years, meaning women will need to stretch retirement dollars further.²

Empowered Investors

Women currently control $10 trillion in U.S. financial assets; by 2030, that figure will rise to $30 trillion.³

¹Women Of Wealth: Why Does The Financial Services Industry Still Not Hear Them?, ²NCHS Data Brief, Number 355, January 2020, ³CNBC: Women Are Gaining Power When It Comes To Money - Here's Why That's A Big Deal, May 3, 2022

Interested in Becoming a Client?

Take Our Advisor Match Questionnaire Below

The Advisor Match Assessment below is the quickest way to be paired with an advisor tailored to your location and requirements. Once you complete the assessment, we will contact you and ask a few brief questions to better understand your needs and preferences, ensuring we connect you with the right advisory team and set up your initial meeting.

During the introductory meeting, the advisor will discuss your current financial situation, future goals, and aspirations. They will also answer any questions you have and introduce you to Mission Wealth’s services.

Mission Wealth is a Registered Investment Advisor. You will be matched with an advisor based on your information provided in this questionnaire. We will not be able to provide specific financial advice during the discovery meeting. Our services are currently available to U.S. residents only. Mission Wealth's investment minimum is $1,000,000.

Get Guidance Finding an Advisor

Call us at (805) 882-2360 to talk with one of our Advisor Match Team members. During this call, we'll help connect you with an advisor tailored to your location and your requirements. We'll ask you a few brief questions to better understand your needs and preferences, allowing us to match you with the right advisory team and set up your initial meeting.

During the introductory meeting, the advisor will take the time to discuss your current financial situation, future goals, and aspirations. At this time, they will also answer any questions you have and introduce you to Mission Wealth’s services.

Are you looking for assistance in making the best financial decisions about major life events?

You are not alone. Many of our clients seek help when faced with various life events. An experienced financial and wealth advisor can help you enjoy more financial security and feel confident when experiencing any of the following:

Assistance to a Family Member

Business Planning

Buying or Selling a Home

Charitable Planning & Philanthropy

College Planning

Divorce or Separation

Empty Nest

Health and Long-Term Planning

Expecting or Adopting a Child

Inherited Wealth or Investment Gain

Loss of a Loved One

Marriage

Retirement

Single Parenthood

Special Needs Planning

We are passionate about women investors because we ARE women investors.

Employees are women

WOMEN IN LEADERSHIP

*Data as of 4/13/23.

WOMEN ON ADVISORY TEAM

WOMEN IN PARTNER GROUP