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5 Wealth Transfer Strategies to Consider

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Lifetime estate tax exemption set to sunset: Consider putting strategies in place now.


Download our Wealth Transfer Guide to help minimize taxes on your estate.

Why Mariner?

Create a Wealth Plan, Bring Your Dreams to Life

You have dreams, and we want to help you achieve them. That’s why your wealth advisor will develop a wealth management strategy focused on what is important to you. We look at all aspects of your financial life. Our coordinated approach is meant to simplify the wealth management process.

We will partner with you to create a comprehensive wealth plan that incorporates:

  • Wealth Planning
  • Investment Management
  • Tax Planning & Preparation
  • Estate Planning
  • Trust Services
  • Insurance Solutions
why mariner advisors

Consider Putting Strategies in Place

Lifetime estate tax exemption expires at the end of 2025. Consider being proactive about wealth transfer strategies now.

Download our Wealth Transfer Guide to help minimize taxes on your estate.

Mariner Barrons 2024

Interested in Working
With a Top-Ranked Advisor?

Barron’s has ranked our firm as a top five RIA for the last eight years. As a nationally recognized firm with a local presence across the country, we offer wealth management from advisors focused on helping you navigate your financial future.

Barron’s Top RIA Firms: Barron’s awarded 2023 #4, 2022-2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for 2016 – 2023 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking.

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