Allegiant Private Advisors Has a New Name
What Does That Mean to You?
Allegiant Private Advisors officially became part of the Mariner Wealth Advisors family on July 31, 2021.
The philosophy and culture at Mariner Wealth Advisors is very similar to ours. They believe in providing 360° advice designed to last. And, like us, they believe that to provide that level of service, you must establish an atmosphere where the client always comes first.
Expanded Services & Resources
We’ve joined Mariner Wealth Advisors to expand the wealth management services we offer individuals and businesses, including risk management, estate planning, trust services, business valuation and tax planning and preparation. Our local Sarasota team members continue to work diligently on your behalf, but now we’re also supported by a variety of systems and resources available through Mariner Wealth Advisors. Together, our financial planning and investment advisors serve as your thinking partner and advocate.
Consistent Client Service
We will continue to put your interests first. The wealth advisor you’ve always worked with will continue to provide you with financial advice and customized wealth management solutions designed for your situation and goals. Your fees won’t change. Your custodian, Charles Schwab, is not changing, and your account numbers and online access remain the same.
While our name has changed to Mariner Wealth Advisors, you can continue to rely on our steadfast commitment to serving as your most trusted advisor as we offer fully comprehensive wealth advisory services.