Channel Islands Group Has a New Name
What Does That Mean to You?
Channel Islands Group officially became part of Mariner Wealth Advisors on Aug. 31, 2021.
We are confident that it’s the right step for our firm and our clients. Like us, the Mariner Wealth Advisors culture is driven by always putting clients first. They also believe in providing comprehensive wealth advice designed to last.
Expanded Services & Resources
We now have access to a wider range of resources like market commentaries and have expanded the service offerings we can offer you, including tax planning and preparation, investments, retirement solutions, estate planning, trust services and insurance solutions. Having these services under one roof will allow us to truly focus on providing you with a comprehensive, holistic wealth plan.
Consistent Client Service
The wealth team you have always worked with—Mike, Russ, Cathy, and Denise—will continue to provide the same level of attention you deserve and expect from the same office location. Your custodian Charles Schwab is not changing, so there should be no interruption to your accounts.
We are very excited to become a part of Mariner Wealth Advisors. We are convinced this change will enhance our capabilities while not changing the culture, people or experience to which you are accustomed.