Becoming a Client

How do you know if you are a good fit for Mission Wealth?

Clients that benefit most from our services are looking for simplification, security and direction. They desire a trusted relationship with an experienced team under one roof. They value advice that is independent and objective. They want a trusted advisor that can help understand their specific needs and address wealth events such as inheritance, retirement, sale of business or divorce. Mission Wealth provides the following services:

  • Financial Planning
  • Investment Management
  • Insurance Services
  • Estate Planning*
  • Tax Strategies

We have offices in Santa Barbara, Westlake Village, Los Angeles, San Francisco, and Denver.

Our clients benefit from custom, comprehensive financial plans designed and supported by a highly credentialed team of advisors.

If you would like to schedule an introductory meeting with Mission Wealth, please call Dannell Stuart, Director of Business Development, at (805) 690-3850 or email us at dstuart@missionwealth.com.  This meeting is confidential and complimentary.

 

*Tax and Estate Planning services are offered through qualified tax professionals and/or estate planning services

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