Solutions for wealth advisors

A network of qualified people who are ready to support you and your clients.

TAX PLANNING & PREPARATION

Our experienced tax professionals strategize and implement ideas to help marry tax and investment strategies, including preparation of returns.

TRUST
SERVICES

Work with our trust professionals to provide a comprehensive approach to the entire client picture. Because we understand the need for a personalized approach to meet each client’s particular objectives, our team administers a wide range of trusts and trust services.

INSURANCE
SOLUTIONS

Advisors work with our experienced risk management associates who help protect clients against contingencies that could derail their financial goals.

MARINER CAPITAL ADVISORS

Advisors work with knowledgeable merger and acquisition associates who provide investment banking, valuation advisory, forensic accounting services and succession planning resources to a diverse set of clients.

RETIREMENT PLAN SOLUTIONS

Our retirement plan solutions team advises companies on their retirement plan, including plan design, investment selection, asset allocation, investment policy statement preparation and maintenance, and fiduciary support.