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Mission Wealth

Financial planning and wealth management for Gig Harbor.

★ 5.01 Google reviews

Mission Wealth
Photo: Mission Wealth via Google

Mission Wealth serves the Gig Harbor community with comprehensive financial planning and wealth management services. The firm is nationally recognized and offers tailored strategies for investment management, retirement planning, tax planning, and estate planning. They also provide asset protection and risk management solutions.

The Gig Harbor office specializes in empowering retirees, independent women, and professionals. Their approach emphasizes goal-based planning, designed to keep clients informed and prepared for financial decisions. The team includes experienced financial professionals, such as CFPs and CPAs, who collaborate to deliver integrated solutions.

Gary Brooks serves as a Partner and Senior Wealth Advisor in the Gig Harbor location, providing tailored services for clients throughout the Puget Sound region. Taylor Monson, a Wealth Advisor Associate, also supports the Gig Harbor office, including the firm's "Women on a Mission" initiative. Mission Wealth aims to provide clear, confident guidance through personalized service.

Good to know

  • financial planning
  • wealth management
  • retirement planning
  • investment management
  • estate planning
  • tax planning

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