Mission Wealth

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Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients (tax, income needs, giftin... Read more

Industries

Investment Management

Headquarters

Santa Barbara, US

Employees

Links

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CEO

Matthew Adams

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Michelle Winkles

Partner And Chief Marketing Officer

Awma® Renee Hennessee

Partner And Chief Technology Officer

Brad Stark Ms, Cfp®

Founder And Chief Compliance Officer

Mshrm Jessica Neves

Partner | Director Of Human Resources

Sara Pierce Clark

Director Of Client Relationships

Diane Williamson

Chief Operating Officer

Chief Investment Officer

President

Cfp® Jeff Avila

Partner And Managing Director

Andrew Kulha Jd, Cfp®

Partner And Director Of Estate Strategy

Cfa® Brian Sottak Cfp®, Caia®

Partner Managing Director

Teams

Client Services and Advisory Team

10 members

Leadership Team

9 members

Investment Team

6 members

Operations Team

6 members

Marketing

4 members

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