Mission Wealth - Santa Barbara
1111 Chapala Street, Santa Barbara, CA 93101
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Mission Wealth in Santa Barbara, California, is a finance institution dedicated to providing caring advice that empowers individuals and families to achieve true wealth. Located at 1111 Chapala Street, our high-touch service is tailored to meet the unique needs of each family.
Our Family Office Solution offers sophisticated planning and expertise to support your family's wealth and life goals. With a team of professionals specializing in investments, taxes, estate planning, and asset protection, we work alongside your trusted advisors to address your family's specific needs and complexity. Through our boutique offering, we create bespoke strategies to address your evolving needs and long-term goals, while our family governance services help establish and instill your family values for a lasting legacy.
For high-net-worth families, our Private Client Solution encompasses your entire financial situation. We collaborate with you and your advisors to develop effective strategies covering tax planning, financial planning, estate planning, and more. Our rigorous investment approach and wealth management expertise help you navigate your financial journey, integrating all aspects of your financial picture in one place.
With nearly two decades of experience, our Integrated Wealth Solution provides a comprehensive service approach to keep you focused, educated, and in control of your finances. We offer wealth management, investment management, asset protection, tax and estate planning advice to help you achieve your financial goals and life dreams.
Our Emerging Wealth Solution is the first step in prioritizing, refining, and managing your finances and investment goals as you accumulate wealth. Whether you are experiencing life-changing events or planning for retirement, our trusted advisors are here to provide caring financial guidance to help you secure a comfortable future. Mission Wealth invests in you and your future, guiding you towards greater financial security and success.
Reviews
"Best place for your financial planning Anywhere! They have a great network and code of ethics."
"Many years of confident money management. Personal involvement."
"Working with Mission Wealth is an absolute pleasure, for their friendliness, professionalism and deep financial industry experience. In addition to observing their high-touch, hands-on approach, I always read their blog, reports and outlook to get a better understanding of the macro-economic issues that may impact my own investments. I've seen Mission Wealth grow quite a bit in terms of staff, client base and locations, and its because they conduct business the right way, with integrity and skill."
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