Investment Professionals

Owning a ship is not the same as having time to sail it.

Because investment professionals are so busy managing the wealth of clients, they often do not give their own finances the attention they deserve. There are several facets to consider; one of the most important is tax planning because it can potentially save you millions of dollars by drastically lowering or eliminating taxes owed on fund growth, management fees and carried interest. And beyond planning for taxes, Mariner Wealth Advisors can provide you with a holistic plan for managing your wealth to help ensure that your money continues to take you closer to your goals. Specifically, we can help you with:

Tax planning, including

  • Quarterly and year-end planning
  • Individual tax return preparation
  • Gift and estate tax planning
  • Tax minimization strategies for you and/or your company
  • Management company tax preparation and bookkeeping services

Financial reporting, including

  • Balance sheets
  • Profit and loss statements
  • Statements of cash flow
  • Accounts receivable and payable aging
  • General ledgers
  • Bank reconciliation reports
  • Credit card reconciliation reports
  • Custom reports

To learn more about how Mariner Wealth Advisors can help investment professionals like you, 
contact us.


Tax Planning For Investment Professionals