Confluence Financial Planning in Sacramento, CA has rebranded as Mariner Wealth Advisors, a national wealth advisory firm dedicated to prioritizing client needs. With expanded services and resources, including dynamic financial planning tools and a wide range of wealth advisory solutions, Mariner Wealth Advisors aims to provide consistent client service while focusing on client interests.
Through this transition, the team at Mariner Wealth Advisors remains committed to delivering comprehensive wealth management services, such as investment management, tax planning, retirement solutions, estate planning, trust services, and insurance solutions. Clients can expect continued support from the same trusted wealth team, now backed by a broader spectrum of resources and expertise to enhance their financial well-being.
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