Wealth Management

Our wholly owned planning affiliate, Wealth Management Advisors, LLC, provides services that focus on the accumulation, preservation and transfer of wealth. Such services necessarily encompass not only the income, gift and estate tax specialties but also the financial investment and risk management considerations for the overall effective planning required. Our strategic planning partner, Mariner Wealth Advisors (MWA) is an integral member of our wealth management team and provides the investment and risk management considerations noted above.

We primarily focus on high net worth individuals, private and charitable trusts and both non-qualified and qualified retirement plans. These team planning services may include financial planning and forecasting, charitable giving/legacy planning, compensation and retirement plan consultation, asset investment evaluation and management, and risk management (insurance) evaluation and adequacy. Not all services offered are necessarily applicable to each situation.