Santa Barbara-based Mission Wealth has recently opened a new office in Scottsdale, Ariz.
This is the fifth satellite office for the financial planning firm, which celebrates its 15th anniversary this year. In 2007, their first satellite opened in Westlake Village. Then in 2013, Mission Wealth expanded business activities into offices in Los Angeles and San Francisco, and earlier this year the firm launched services in Denver.
“By expanding our service area, we are able to help more high net worth families enjoy financial peace of mind,” said Mission Wealth CEO Seth Streeter. “Our independent platform coupled with our comprehensive and caring service approach has been well received by families in Arizona, thus prompting our latest office addition in Scottsdale.”
Client advisors Andrew Penso and Todd Mons are spearheading the firm’s expansion into the Southwest and Mountain West.
Mission Wealth was recognized this summer as one of the country’s Top 300 Financial Advisers by the Financial Times, as a Top Registered Advisory Firm by Financial Advisor magazine, and as one of the country’s fastest growing companies on the Inc. 5000 List.
Renee Hennessee is a marketing coordinator with Mission Wealth.
About Mission Wealth
Mission Wealth’s vision is to empower affluent families to pursue their financial dreams. The founders saw a demand for something different from what other financial services firms were providing. Thus, Mission Wealth was established on the principles of objective advice, proactive financial planning, and coordination with other professional advisers, including accountants and attorneys.
Mission Wealth does not sell any internal products; therefore, the recommendations they make are solely in the client’s best interests. Their holistic and comprehensive planning process helps clients achieve their goals and enjoy greater peace of mind. Mission Wealth manages over $1.2 billion in assets for over 600 families nationwide. For more information on Mission Wealth, please visit www.missionwealth.com.
Mission Wealth is a Registered Investment Adviser. The FT300 Top Financial Advisers list is independently produced by Financial Times (6/2015). No fees were paid for inclusion. Membership was based on performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. This document is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place. 803817 9/15
Direct Line: 805-690-9061