Mission Wealth


Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, giftin... Read more


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Michelle Winkles
Partner And Chief Marketing Officer
Brad Stark Ms, Cfp®
Founder And Chief Compliance Officer
Mshrm Jessica Neves
Chief People Officer
Sara Pierce Clark
Chief Client Officer & Partner
Diane Williamson
Chief Operating Officer
Kieran Osborne
Chief Investment Officer
Cfp® Jeff Avila
Partner And Managing Director
Cfa® Brian Sottak Cfp®, Caia®
Partner Managing Director