Raleigh, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mission Wealth Management, LP
Multi-team
Firm-wide stats for Mission Wealth Management, LP
About
Mission Wealth Management serves high‑net‑worth individuals and families as well as institutional clients such as pension plans, endowments, and charitable organizations, offering wealth management, personalized financial planning, investment management, and related consulting services. The firm’s service set also includes tax planning and preparation support, estate and trust coordination, pension fund consulting, and retirement plan advisory work under ERISA roles.
The firm describes a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy and risk planning, tailoring portfolios and service tiers to client needs and using both internal management and, in select cases, third‑party sub‑advisors. Portfolios commonly feature ETFs, institutional mutual funds, direct securities and a range of alternative investments (including private equity, direct debt, real estate and interval funds); the firm typically manages accounts on a discretionary basis while permitting client‑directed or non‑discretionary arrangements as requested.
Distinctive features disclosed in the brochure include an in‑house Risk Management Department that is licensed to place insurance products and occasionally offers insurance solutions (with advisors spending a small portion of time on those activities), and active participation in referral programs run by major custodians (Fidelity’s WAS and Schwab’s SAN), arrangements the firm discloses as creating potential custody‑related incentives and for which it describes mitigation measures. The firm also highlights cross‑border planning capabilities and a hybrid mix of individual and institutional services (including ERISA advisory arrangements), which extend its offerings beyond a typical retail‑focused advisory practice.
Based on Mission Wealth Management, LP
Expertise
Based on Mission Wealth Management, LP
Location
Raleigh NC
Advisors at this office
2
Advisors at this office
Alejandro S
Series 65
Raleigh, NC
Mission Wealth Management, LP
Alejandro Segovia is a financial advisor with Mission Wealth Management, LP in Raleigh, NC, holding a Series 65 designation and five years of industry experience. He has previously worked at Beacon Pointe Advisors and ADP, and spent four years at the University of Arizona. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, managing a diverse range of portfolios with both discretionary and client-directed options.
Carlos R
CFP®
Raleigh, NC
Mission Wealth Management, LP
I’m Carlos Ruiz, founder of Pivot Wealth Advisors based in Boise, Idaho. I was raised by my great-grandmother—a woman who never had a bank account and couldn’t read or write, but somehow understood money better than anyone I’ve ever met. She taught me that true wealth isn’t about chasing more—it’s about using what you have to build freedom, stability, and impact. That wisdom shapes everything I do today. Most advisors start with investments. I start with strategy. My clients are often navigating the complexities of success: higher income, higher taxes, and bigger decisions. I help cut through the noise and simplify the financial side of life—lowering your tax bill, aligning your income and investments with your values, and creating a plan that gives you options. Not just for retirement—but for right now. As a CERTIFIED FINANCIAL PLANNER™ professional and an Air Force Reservist, I bring discipline, clarity, and forward-thinking strategy to every plan—so you’re never scrambling, always prepared. I serve clients across Boise, Meridian, Nampa, and virtually throughout the U.S. My planning process is practical, personal, and built for real life. Everything I do—both in my work and in my own life—is for my wife and our kids. They remind me that the most important kind of wealth isn’t measured in dollars, but in time, peace, and purpose. If that’s what you’re after, I’d love to connect.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)