Delivering on Merger Promises & Expectations with Nicole Madosik | M&A at Mission Wealth

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  • เผยแพร่เมื่อ 17 ม.ค. 2025
  • In this video, Partner and Director of Mergers and Integrations Nicole Madosik shares how her passion for keeping promises, coupled with the firm's culture of genuine care, forms the foundation of our approach to mergers.
    To learn more about our mergers and acquisitions or future partnership opportunities, visit missionwealth.com/opportunity.
    MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. 00541522 12/23
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    Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
    For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
    For more information on Mission Wealth, please visit www.missionwealth.com.
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    Mission Wealth is a Registered Investment Adviser. This knowledge is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

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