April 23, 2024
Loading...
You are here:  Home  >  'Mission Wealth'
Latest

Mission Wealth acquires Seattle-based firm

By   /  Friday, October 1st, 2021  /  Banking & Finance, Banking Industry, Latest news, South Coast, Top Stories, Tri-County Economy  /  Comments Off on Mission Wealth acquires Seattle-based firm

Santa Barbara-based Mission Wealth announced on Oct. 1 that it has acquired Sea to Peak Financial advisors, a firm with offices in Seattle and Denver and about $90 million in assets under management. “As a 100% employee-owned firm, we feel we have a natural advantage in mergers and integrations and can be more flexible in Read More →

Latest

New alliance spurs social investments on the Central Coast

By   /  Friday, April 20th, 2018  /  Latest news, Personal Finance  /  Comments Off on New alliance spurs social investments on the Central Coast

This article is only available to Business Times subscribers Subscribers: LOG IN or REGISTER for complete digital access. Not a Subscriber? SUBSCRIBE for full access to our weekly newspaper, online edition and Book of Lists. Check the STATUS of your Subscription Account.

Latest

Uncertainty looms for tri-county nonprofits under Trump

By   /  Friday, January 6th, 2017  /  Columns, Health Care & Life Science, Latest news, Nonprofits  /  Comments Off on Uncertainty looms for tri-county nonprofits under Trump

This article is only available to Business Times subscribers Subscribers: LOG IN or REGISTER for complete digital access. Not a Subscriber? SUBSCRIBE for full access to our weekly newspaper, online edition and Book of Lists. Check the STATUS of your Subscription Account.

Latest

Mission Wealth Management launches Social Values Portfolio

By   /  Wednesday, September 7th, 2016  /  Latest news, Personal Finance  /  Comments Off on Mission Wealth Management launches Social Values Portfolio

Santa Barbara-based financial advising firm Mission Wealth Management launched its new Social Values Portfolio, which aligns investments with an investor’s values. “The introduction of the Social Values Portfolio is in perfect alignment with Mission Wealth’s purpose as a business to serve both our clients and the community at large,” Mission Wealth CEO and founder Seth Streeter Read More →