Tech Industry

Don’t sail toward a destination; create one.

In your industry, it’s not just about predicting the future. It’s about creating it. The world of finance is every bit as complex and fast paced as the technology industry, and those who navigate it best are those who take steps early on to set themselves up for the futures they want. Mariner Wealth Advisors is well versed in the unique financial challenges and circumstances facing businesses in your field and their employees. We use innovative tools and resources to anticipate the needs of businesses in the tech industry and their employees, helping them reach their goals—especially in the areas of:

Restricted stock options for employees—How they vest, how the taxation affects you and how to make the most of your options

Equity ownership in the company—What it is, why it’s important and what can happen after your company has an initial public offering (IPO) or is acquired

Financial wellness benefits for employees—Adding this to your employee benefit offerings can help retain employees and make them more productive 

Tax implications and tax structuring—Whether it’s your company’s, or your own wealth, we help you make the most out of your investments

Specialty insurance services—Anything can happen; do you have the right insurance for your needs?

To learn more about how we can help you, contact us.


Why Mariner?

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