Wealth Management for Executives

Customized Wealth Management for Executives

Strategic Financial Planning for Executives

Our executive wealth management advisors offer deep experience working with high-net-worth executives like yourself on every aspect of financial planning, from asset allocation to business ownership, sale and succession. Our wealth advisors can also help you navigate a complex benefits package including stock options and bonuses, as well as create tax-efficient strategies for retirement and multigenerational charitable giving.

Our Specialized Services for Executives

Wealth Advisors, Estate Planning, Tax, Family Office and Insurance Professionals

Under one roof to create one, coordinated wealth management plan.

Advice On Asset Allocation

Including stress testing portfolios and investment strategies that align with your risk tolerance, diversification needs and long-term goals.

Tax Team Who Works Closely With Advisor and Estate Planning Professionals

To provide proactive tax preparation, tax-advantaged charitable giving and year-round planning.

Retirement Plan Strategies 

That address potential savings gaps created by ERISA and IRS limitations in employer-sponsored retirement and health care plans and include a withdrawal strategy to help minimize downside risk.

Access to Valuation Professionals

Through Mariner Capital Advisors to determine the valuation of your business and help negotiate the sale or acquisition of your company.

Charitable Giving and Family Governance and Education Assistance

To help secure a multigenerational legacy.

In addition, we have considerable experience working with executives from Procter & Gamble, AT&T and a variety of Dow 30 companies.

Mariner Wealth Advisors does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.