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.

Investment Management

Mission Wealth

Matthew Adams

Cfa® Brian Sottak Cfp®, Caia®

Andrew Kulha Jd, Cfp®

Cfp® Jeff Avila

Dannell Stuart

Kieran Osborne

Diane Williamson

Sara Pierce Clark

Mshrm Jessica Neves

Brad Stark Ms, Cfp®

Awma® Renee Hennessee

Michelle Winkles

The Client Services and Advisory Team at Mission Wealth focuses on providing comprehensive and customized financial solutions to clients. Their responsibilities include managing client relationships, designing and implementing personalized portfolio strategies, offering advisory services on tax planning, estate planning, charitable giving, and retirement planning, and ensuring all aspects of the clients’ financial lives are harmoniously integrated. The team acts as a liaison between clients and other financial professionals, such as accountants and insurers, to ensure seamless, comprehensive wealth management.

Client Services and Advisory Team

Leadership Team

Investment Team

Client Services and Advisory Team

About

Team members

Other teams at Mission Wealth

Leadership Team

Investment Team