When major life events happen, such as retirement, divorce, sale of a company, loss of a spouse or family member, trusted advice is essential. Mission Wealth Management specializes in helping people through these challenging times. Through our integrated approach, which includes financial planning, investment management, insurance services, estate planning and tax strategies, we help people feel more confident in their financial future.

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Recent Articles

Financial Tune-Up Time — Daily Sound, 1/7/12
 
The New Year is typically associated with renewed focus on goals, objectives and desires. Here are some tips to get you on the right path for the year.


New Year: Continued Financial Questions — Mont Msgr, 1/6/12
 
Mission Wealth shares their perspective on the top five financial issues to keep an eye on in 2012.


Continue to Rent or Time to Buy? — Daily Sound, 12/10/12
 
With interest rates low and prices down and seeming to flatten out, home ownership appears more appealing today than a few years ago. But, is it right for you?


 

Announcements

  • We are the only firm in Santa Barbara County to be ranked as a "Top Wealth Manager" by Bloomberg/AdvisorOne magazine for 2011.*
  • Nearly 200 clients and friends attended our year-end presentation on November 3 at the Biltmore that featured timely economic and focused insights on the current financial landscape.
  • "Like us on Facebook!" Mission Wealth is pleased to announce that we now have a Facebook page on which we’ll be posting articles, event information, and photos.
  • Tricia Fahnoe has joined Mission Wealth as a Client Advisor. We are proud to add another experienced, credentialed advisor to our team!
  • First ever "Men's Event" a success! Mission Wealth hosted a Men's Happy Hour Event at The Hangar in September, providing a fun, activity-filled evening for all in attendance.

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