Mission Wealth
Sara Pierce Clark has a diverse work experience in the financial industry. Sara Pierce currently holds the position of Director of Client Relationships at Mission Wealth since April 2022. Prior to that, they worked as the Director, Relationship Management at Mariner Wealth Advisors from January 2022 to April 2022. Before joining Mariner Wealth Advisors, Sara was a Director, Relationship Management at AdvicePeriod from October 2020 to April 2022. Sara Pierce also has experience as a Senior Vice President, Office of the CEO at Kayne Anderson Capital Advisors, L.P. from February 2019 to July 2020. Additionally, Sara has worked as a Private Wealth Advisor at Morgan Stanley from May 2014 to February 2019, Wealth and Investment Management at Barclays from November 2011 to May 2014, and Investments Analyst at Citi Private Bank from July 2009 to November 2011.
Sara Pierce Clark's education history includes attending Deerfield Academy, although no degree or field of study is specified. Sara Pierce also studied at The Wharton School, where they pursued a Bachelor of Science in Economics with a focus on Finance. However, the start and end years for both educational experiences are not provided.
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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, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Our firm has many offices all across the U.S. Mission Wealth's service offerings include financial planning, investment management, estate and trust planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.