Julianna Rote's Colleagues at Mission Wealth
Julianna Rote's Contact Details
480-504-6286
California,United States
Mission Wealth
Julianna Rote's Company Details
Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has nineteen other offices located in California, Oregon, Washington, Arizona, Texas, Indiana, New York, Illinois, Utah and Colorado. Mission Wealth's service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living.Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients' desires will be carried out. We talk to clients' accountants to make sure the investments and taxes are integrated. Finally, we review clients' insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.