Commonwealth Advisory Group Has a New Name
What Does That Mean to You?
Commonwealth Advisory Group officially became part of the Mariner Wealth Advisors family on Aug. 31, 2021.
We believe that joining such an elite organization positions us to serve you today and in the future. Mariner Wealth Advisors, like us, believes in offering 360° advice driven by comprehensive wealth planning services that are personalized for each client’s financial situation and goals.
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.
Plus, our office has support from various business functions at Mariner Wealth Advisors, which means we’ll focus less on daily operations and more on your wealth needs.
Consistent Client Service
Since 1988, our passion has been building and stewarding holistic investment plans intended to preserve the wealth you have built and the lifestyle you seek to balance and preserve. That won’t change. And the team you’ve always worked with at our location will continue to provide you with the same level of attention you deserve and have come to expect. Your custodian Charles Schwab is not changing, so there should be no interruption to your accounts.
We may have changed our name, but one thing will never change—our commitment to serving you with absolute integrity. Thank you for allowing us to be your trusted wealth advisor.