Mission Wealth provides personal wealth services for individuals and institutional investment management services for endowments and foundations. Our clients typically are in one of the following life stages:
- Retirees—close to or in retirement
- Women with a change in marital status or who have lost a spouse
—seeking professional guidance - Executives/Professionals—busy, with high earning potential
- Business Owners—with complex planning needs
- People with inherited wealth—who want to keep and grow what
they have
Other characteristics our clients share include:
- Age—our average client age ranges from 50 to 70 years old.
- Net Worth—most of our clients have a net worth of $3-60 million, with a $1 million investment minimum ($1.5 million minimum for endowments and foundations).
- Life Event—many clients seek our help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, or loss of a spouse.
- Geography—most of our clients live between Los Angeles and San Francisco, CA, with the majority living on the Central Coast of California.
Interested in getting started? Please call Dannell Stuart at (805) 690-3850 or email her at dstuart@missionwealth.com.