MARINER PLATFORM SOLUTIONS

We created Intersect Wealth Advisors so our advisors could provide objective advice. As fiduciaries, we take a family office approach to providing evidence-based investment solutions and comprehensive financial, tax and estate planning... We are fully supported by Mariner Platform Solutions, built on Mariner Wealth Advisors' proven, award-winning business model of offering wealth advisors access to in-house teams such as tax, insurance, estate planning, compliance and technology to expand client services and gain operational efficiencies.*... Our comprehensive approach provides advanced planning strategies for investments, retirement, tax planning and preparation, cash flow, risk management and estate planning.

Also known as: Intersect Wealth, Intersect Wealth Advisors

Primary location: Dubuque United States