Patriot Wealth Management Has Changed Its Name: What Does That Mean To You?
As you may know, Patriot Wealth Management officially became part of the Mariner Wealth Advisors family on Jan. 1, 2019. Mariner Wealth Advisors shares our client-first mentality and has a mission of serving as an advocate to help individuals and families achieve their long-term financial goals.
As part of Mariner Wealth Advisors, we will continue to support your needs in multiple areas including risk management, estate planning, trust services and tax planning and preparation. With the back-office support of Mariner Wealth Advisors, we can now focus exclusively on our clients without the interruptions of the day-to-day business functions.
Patriot Wealth Management has been our name since our inception. For many of you, it signifies trust, honesty and a client-first philosophy. You’ve become accustomed to working with a team that provides objective financial advice and tailored recommendations to a client’s specific financial situation. Regardless of our name, we are still that same team, but now we have expanded support that we can utilize to help you meet your financial goals.