Who We Serve

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:

Other characteristics our clients share include:

  • Net Worth – most of our clients have a net worth of $5-60 million, with at least $1 million of investable assets. ($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, loss of a spouse or a health concern.
  • Professional Guidance – clients are looking for a trusted relationship that will help them enjoy more financial security and feel confident that their family will be cared for.