MARINA WEALTH ADVISORS

We aim to serve those who do not know where to turn or who to trust. When we worked at other firms, we provided a high level of service to the ultra wealthy (families with $10M+ and institutions with billion-dollar portfolios), but were disappointed when we saw family and friends who were unable to find a trustworthy and capable advisor. We started MWA to help our families and friends get what they couldn't find. Now we're here to do the same for you... We listen to and learn about you before taking action. We follow up in a timely manner. We obsess over not letting things slip through the cracks. We don't ask you to trust us; we prove that we're a reliable partner... We specialize in working with business owners and pre-retirees, however, our clients are primarily made up of individuals age 50+ that are pre-retiree professionals, empty nesters, inheritors, and those that don't have the time or inclination to manage their finances, research how to benefit from tax savings strategies,..

Also known as: Marina Wealth Advisors, LLC