Mission Wealth

Nationwide

Mission Wealth Multi-Location Workplace Solutions

Project Summary

Mission Wealth engaged Unisource Solutions to execute a comprehensive, multi-phase workplace furniture program across its expanding network of financial advisory offices. This nationwide initiative required standardized design solutions that could be consistently implemented across diverse geographic markets while maintaining brand consistency and operational efficiency.

Client Objectives

Mission Wealth identified two primary workplace requirements that needed to be addressed consistently across all locations:

Flexibility: Create adaptable workspace solutions that could accommodate changing business needs and varying office configurations across different markets.
Ergonomics: Implement ergonomically optimized private office environments to support employee wellness and productivity throughout their extended workdays in client-facing roles.

Scope

The project encompassed the furnishing and installation of workplace solutions for multiple office locations, ensuring alignment with Mission Wealth's aesthetic and functional requirements.

7 office locations across multiple states
5-15 private offices per location
Complete furniture procurement and installation
Standardized design implementation nationwide

Services Provided:

Custom design standards development
Nationwide project management coordination
Furniture procurement and specification
Professional installation services
Local project execution with centralized oversight

Challenges

Managing projects across seven locations in five states required seamless communication between corporate and local teams to tackle logistical challenges. Ensuring consistent design and brand representation while accommodating local architectural and building requirements added complexity, alongside the need to synchronize furniture delivery, installation, and project timelines to support Mission Wealth's expansion. Additionally, the absence of workplace guidelines meant creating scalable design standards from scratch through extensive collaboration.

Solutions Implemented

Unisource Solutions developed comprehensive workplace standards for Mission Wealth, starting with pilot projects in Scottsdale and Austin, which became the blueprint for all locations. A dedicated Account Manager oversaw nationwide projects, ensuring consistent quality by collaborating with local installation teams. The private office designs featured modular furniture for reconfiguration, height-adjustable desks for ergonomic support, flexible storage systems, and integrated technology to meet the needs of modern financial advisory workflows.

Results & Impact

Operational Optimization: Successfully delivered consistent workplace experiences across seven locations, maintained project timelines despite complex multi-state coordination, and ensured seamless brand representation in new markets.
Business Growth Support: Established scalable workplace standards, created design templates to reduce project complexity, and developed a framework for efficient onboarding of new locations to support continued expansion.
Cost Optimization: Achieved economies of scale through centralized procurement, minimized design development costs with standardized specifications, and streamlined project management to reduce administrative overhead.

Take-away

The Mission Wealth multi-location project demonstrates Unisource Solutions' capability to manage complex, nationwide workplace initiatives while delivering consistent results across diverse markets. By developing scalable design standards and implementing robust project management processes, we enabled Mission Wealth to focus on its core business expansion while ensuring its workplace environments consistently reflect its professional brand and support its team's success.