Mission Wealth Management sponsors the Small Business Development Center
Mission Wealth Management is proud to help support local business owners through our sponsorship of the Small Business Development Center.
“We are pleased to welcome Mission Wealth Management as a sponsor of the Small Business Development Center. Last year our team of business advisors were able to assist local small businesses start over 50 companies, raise over $10 million in capital, and create over 300 jobs. Our ability to provide our no cost consulting services to small businesses depends on the support of local partners. With Mission Wealth’s support we will be able to provide additional trainings and support to help local small businesses succeed.”
- Steve Tannehill, Executive Director
Mission Wealth is One of the Nation’s Top Wealth Managers
We are the only firm in Santa Barbara County to be ranked as a “Top Wealth Manager” by Bloomberg/AdvisorOne magazine for 2011.
The ranking was published in Bloomberg/AdvisorOne magazine on August 9, 2011 and it was based on Mission Wealth’s total assets under management as of December 31, 2010.
Financial Literacy for Kids
In the article, Kimberly shares tips about how you can make the learning process fun for kids by incorporating technology and simulating the growth of money over time.
Advisors Recognized in the Pacific Coast Business Times
Matthew Adams, Brad Stark, Seth Streeter, and Dannell Stuart were recently identified as key players in the region’s pivotal banking and finance industry by the Pacific Coast Business Times (PCBT) for 2012. To be considered for inclusion, the PCBT considers the nominees’ management role at their business, the scope of their customer’s presence in the region, as well as the size that their territory service encompasses.
This recognition was published on May 4, 2012, in their special report listing “Who’s Who in Banking & Finance.”
Mission Wealth is now on Facebook
We are pleased to announce that we now have a Facebook page on which we’ll be posting articles, event information, and photos. If you would like to connect with Mission Wealth and receive ongoing updates, please “Like us on Facebook!”