William Mass
Financial Planning Manager at Mariner Wealth Advisors
William Mass's Professional Contact Details
Email (Verified)
****@marinerwealthadvisors.com
HQ
(913) 647-9700
Location
New York, New York, US
Company
Mariner Wealth Advisors
Person Seniority
manager
Person Functions
finance
William Mass's Current Company Details
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have c...
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner's wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. To do so, we provide holistic, innovative and client-focused solutions. We bring together talented resources, innovative offerings and proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what's most important. Our clients include individuals, families and institutions. Our wealth solutions include: • Financial planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning services To learn more about Mariner Wealth Advisors, please visit www.marinerwealthadvisors.com. Thirdâ€party rankings and recognition from publications, are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the adviser. Please read disclosures at http://www.marinerwealthadvisors.com/legal.
Founded Year
2006
Organization Website
marinerwealthadvisors.com
Organization Languages
English
Organization Revenue
87000
Current Technologies
pardot
azure
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google analytics
facebook widget
mobile friendly
facebook web custom audiences
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microsoft-iis
facebook login
adroll
sitecore
business retirement plans
investment analysis & selection
retirement planning services
multigenerational wealth planning
consulting services
risk management
asset management
philanthropy
financial planning
finance
William Mass's Work History and Education
Mariner Wealth Advisors
Financial Planning Manager
2014 - Present
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