Mariner Wealth Advisors

Channel Islands Group is a firm that specializes in estate, tax, trust, and insurance planning. Since its establishment in 2014, the company has focused on creating customized wealth management plans while emphasizing transparency and client trust. It provides a comprehensive range of services, including financial, mortgage, and legal support, aimed at addressing the real estate and business planning needs of individuals. By consolidating these services under one roof, Channel Islands Group strives to deliver efficient and professional investment management and strategic wealth planning advice to its clients.

AdvicePeriod is an SEC-registered investment advisor based in Los Angeles, California, established in 2014. The firm specializes in a range of wealth management services, including trust and estate planning, cash flow management, investment management, retirement planning, and risk management. Additionally, AdvicePeriod provides guidance on philanthropy, portfolio tax minimization, and insurance reviews, catering to clients in various sectors such as legal services, private equity, aviation, and marine. By combining actionable planning advice with objective investment guidance, AdvicePeriod aims to help clients achieve their financial goals and shape their legacies for future generations.

Provider of financial planning and investment management services to high-net-worth individuals, families, entrepreneurs, nonprofit organizations and foundations. The company offers services like estate planning, risk management, educational and retirement planning, providing customized wealth management solutions that help clients preserve and grow their wealth.

Snappy Kraken is a software as a service (SaaS) marketing solution that specializes in providing financial advisors with tools to personalize, automate, and monitor their marketing efforts. The platform features a user-friendly dashboard that facilitates the calculation of marketing return on investment and supports client nurturing campaigns across multiple channels. Users can select from a variety of pre-designed marketing campaigns that include professionally crafted email series, social media posts, and advertisements. This comprehensive approach allows financial advisors to implement multi-step marketing strategies efficiently, enhancing their ability to engage clients and track the effectiveness of their campaigns.

SMS Capital Management, Inc. specializes in providing personalized wealth management solutions to high-net-worth individuals and families, including business owners, corporate executives, attorneys, and medical and dental professionals. The firm focuses on delivering comprehensive investment advisory and management services, which encompass investment management, retirement planning, tax planning, and cash flow analysis. Recognizing that many of its clients are dedicated professionals with a strong commitment to their families, SMS Capital Management emphasizes the importance of ensuring their clients' financial well-being. Additionally, the firm acknowledges its clients' desire to contribute to their communities, as they are often actively engaged in philanthropic activities. In June 2019, SMS Capital Management was acquired by Mariner Wealth Advisors.

For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. South Florida’s most well regarded name in wealth management, Singer Xenos distinguishes itself by providing highly personalized services to a select client base. In addition to offering a high staff-to-client ratio, the firm caters to the specific needs of its customers, providing the services of advisors that are specifically trained and experienced in the unique needs of women, entrepreneurs, international professionals and Spanish-speaking individuals. Nationally renowned for its commitment to client success, Singer Xenos is ranked among the 100 most exclusive wealth advisors by Worth Magazine. The firm is one of the largest independent, fee-based wealth management firms in Florida.

Authent Advisors helps to build and preserve a secure financial future. We gauge our success as a company by how well we help you gain financial independence and achieve your life goals.

Patriot Wealth Management, Inc. is a comprehensive financial management firm based in Houston, Texas, specializing in investment advisory services. Established in 2004, the firm serves individuals, high net worth clients, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. Patriot Wealth Management offers a range of services, including financial planning, estate planning, retirement planning, cash flow analysis, and insurance analysis. The firm manages client-focused portfolios across equity, fixed income, and balanced investments, primarily in the U.S. markets. It employs a disciplined investment approach that incorporates fundamental, technical, and cyclical analysis, utilizing both in-house and external research. As of January 2019, Patriot Wealth Management operates as a subsidiary of Mariner Wealth Advisors.