Curated News
By: NewsRamp Editorial Staff
January 14, 2025

Mariner Completes Triple Acquisition of Financial Firms, Bolstering National Growth Strategy

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Source News Release

TLDR

  • Mariner's acquisitions of Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group total $1.087 billion in assets, boosting its growth strategy.
  • Cassady Schiller specializes in wealth management, Jenkins Wealth offers financial planning, and Triton Financial emphasizes client-first wealth management.
  • Mariner's partnerships with these firms aim to redefine wealth management and deliver exceptional client-focused services, prioritizing trust and integrity.
  • Founded by a god of the sea, Triton Financial Group's unique three-pronged approach integrates financial planning, investment management, and risk management for clients.

Impact - Why it Matters

This news signifies Mariner's strategic expansion in the financial services sector and the consolidation of expertise to better serve high-net-worth clients and institutional investors. The acquisitions highlight Mariner's commitment to providing comprehensive wealth management solutions and strengthening its position as a leading national financial services firm.

Summary

Mariner acquires Cassady Schiller Wealth, Jenkins Wealth, and Triton Financial Group, totaling $1.087 billion in assets under advisement, furthering their national growth strategy. The acquisitions aim to reach 5,000 advisors by 2027.

The acquired firms specialize in various financial services, including wealth management, financial planning, tax planning, and retirement strategies, catering to high-net-worth individuals and institutional investors.

The three firms will rebrand as Mariner and maintain their current teams and office locations, contributing to Mariner's 124 nationwide locations, including Puerto Rico.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, Mariner Completes Triple Acquisition of Financial Firms, Bolstering National Growth Strategy

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