Charitable remainder annuity trusts (CRATs) and charitable remainder unitrusts (CRUTs) offer a powerful way to meet philanthropic goals while receiving income for life or a set term. With these trusts, you can support meaningful causes, reduce your taxable estate and generate income—all while creating a legacy that aligns with your values.
关于我们
Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
- 网站
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https://www.marinerwealthadvisors.com
Mariner的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- Overland Park，KS
- 类型
- 私人持股
- 创立
- 2006
- 领域
- risk management、consulting services、retirement planning services、investment analysis and selection、asset management、business retirement plans、philanthropy、multi-generational wealth planning、investing、wealth planning、tax planning、estate planning、financial planning、trust services、insurance solutions、retirement plan solutions、tax preparation和wealth management
地点
Mariner员工
动态
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Seeking a wealth advisor to provide expert financial guidance. Deliver top-tier financial strategies, build strong client relationships and develop comprehensive plans. Elevate your career with us. Don’t wait—apply online today!
Transform Lives as a Wealth Advisor!
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If you want to change your 2025 Medicare plan, now’s the time! Learn more about making sure your plan meets your health and financial needs.
Medicare Open Enrollment: What You Need to Know
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Be a key player on our culture and experience team, building strong relationships and providing exceptional leadership. Partner with leaders and HR peers to enhance associate relations, development and engagement. Apply today to make an impact!
Join us as a Senior Human Resource Business Partner! (Hybrid)
ibnqjb.fa.ocs.oraclecloud.com
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2025 Goals: Spend More Time with Clients ? If this is on your to-do list for 2025, learn how you can focus on your clients and grow your practice when you join Mariner.
Maximize Time With Clients | Join Mariner
https://joinmariner.com
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As a senior wealth advisor, you will help lead our wealth management team in designing integrated financial strategies that reflect each client's unique goals and values. If this is you, apply today to make a meaningful impact!
Join Mariner as a Senior Wealth Advisor!
ibnqjb.fa.ocs.oraclecloud.com
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We’re excited to be at #SchwabIMPACT this week! Be sure to connect with Kevin W. Corbett, Matthew Lovejoy, Jennifer Hanau, Mark Harris, CFP??, Tracy Hutton, CPA and more to learn more about Mariner.
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Tune in to our latest podcast with Daniel Sharkey, CFP??, senior wealth advisor, and Sandy Pourcillie, who explore common misconceptions about fixed income and how bonds could fit into your portfolio. https://bit.ly/4fuj4B5
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In his November commentary, William Greiner, chief economist, shares his 2025 economic outlook and lays out a case for why he believes 2024 and 2025 will be years of subpar economic growth.
Economic Outlook 2025:?Three Yards and a Cloud of Dust
https://www.marinerwealthadvisors.com
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As a wealth advisor, you'll collaborate with our professional team to craft comprehensive plans aligning with clients' goals and values. Thrive as an attentive communicator and dynamic team player. Help clients achieve their dreams. Apply now!
Shape Financial Futures as a Wealth Advisor!
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