Strategy

Mariner Wealth Advisors Launches Trust Company

Austin Freitas November 14, 2013

Mariner Wealth Advisors Launches Trust Company

Mariner Wealth Advisors, an independent wealth advisory firm, has launched Mariner Trust Company. This division was created to provide a higher level of support to clients to solve their multi-generational wealth planning challenges.

Mariner Wealth Advisors, an independent wealth advisory firm, has launched Mariner Trust Company. This division was created to provide a higher level of support to clients to solve their multi-generational wealth planning challenges.

To aid in this expansion, the company has appointed Robert Swift to serve as senior vice president of Mariner Trust. Swift has more than 25 years of trust and estate planning experience.

The creation of Mariner Trust Company is the latest in a series of initiatives Mariner Wealth Advisors has undertaken, such as the launch of FirstPoint Financial, a firm dedicated to providing personalized financial advice and resources with no minimum asset requirements.

 

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