In this episode of The Jess Larsen Show on Innovation & Leadership, Jess sits down with Seth Streeter, Co-Founder of Mission Wealth, for a conversation about building an $18B wealth management firm, redefining what true wealth means, and helping successful leaders design a more fulfilling next chapter.
Seth shares how he and his co-founder started with zero assets under management and built Mission Wealth around independence, objectivity, comprehensive financial planning, and a proactive service model. Instead of simply managing investments, Seth explains how the firm focused on understanding the whole client, including their business, family, taxes, estate planning, real estate, lifestyle, and long-term goals.
Jess and Seth also dig into the growth journey from $1B to $18B, including the power of partnerships, referral channels, customer experience, company culture, and learning how to get out of your own way as a founder. Seth explains why saying no can be more important than saying yes, how service businesses can scale without losing their human touch, and why taking care of your team becomes a competitive advantage.
The conversation then turns to Seth’s deeper mission: helping high-achieving CEOs, founders, and leaders find purpose beyond financial success. After his own personal journey through burnout, divorce, the financial crisis, and a search for deeper meaning, Seth began helping others explore what comes after achievement, from relationships and adventure to creativity, service, and legacy.
This episode is a thoughtful look at wealth, leadership, service, purpose, and what it really means to build a life that feels successful from the inside out.
