Tax Planning Guide
Tax Planning Guide: An Important Contributor to Your Overall Financial Health
At Mariner Wealth Advisors, we understand the importance of integrating ongoing tax planning as part of your overall wealth plan. Learn more by downloading our tax guide.
Download our tax guide as a resource before you meet with your tax team.
Interested in Working
With a Top-Ranked Advisor?
Suzanne Wheeler, CFP®, AIF®, CeFT®
Managing Director & Senior Wealth Advisor
For more than two decades, Suzanne has served as a trusted partner to clients as they navigate divorce, death, retirement, inheritance, legacy planning, and the day-to-day challenges life can bring. Her passion lies in being an advocate for clients as they develop goals. She creates plans that use various strategies to help clients meet those goals. Suzanne works with high-net-worth individuals, families, businesses, and foundations.
Suzanne was named to Forbes’ Top Women Wealth Advisors Best-In-State list in Texas, ranking #17 in 2024, #13 in 2023 and #22 in 2022. She was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #59 in 2023 and #74 in 2022 in North Texas.
Best-In-State Wealth Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 and 2023 were published in April 2022 and April 2023 based on prior years data as of June 30.
Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 – 2024 were published in February based on prior years data as of September 30.
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