Mission Wealth acquires Seattle-based firm
By pacbiztimes / 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 →
New alliance spurs social investments on the Central Coast
By Marissa Nall / Friday, April 20th, 2018 / Latest news, Personal Finance / Comments Off on New alliance spurs social investments on the Central Coast
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Uncertainty looms for tri-county nonprofits under Trump
By Marissa Nall / Friday, January 6th, 2017 / Columns, Health Care & Life Science, Latest news, Nonprofits / Comments Off on Uncertainty looms for tri-county nonprofits under Trump
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Mission Wealth Management launches Social Values Portfolio
By Staff Report / 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 →