As a FirstPoint Financial client, you not only have access to powerful resources and services previously reserved exclusively for the ultra-high net worth, you have also a dedicated team of investment professionals focused on helping you for the long haul.
We build your wealth plan around our understanding of your unique risk tolerance, goals and aspirations. Through our team approach, our advisors leverage the extensive resources of Mariner Wealth Advisors to build a wealth plan specifically for you. We work together as a team to incorporate all aspects of your personal wealth plan. As part of this team, we work directly with other professionals, such as your accountant or lawyer, to ensure your financial future is well cared for.
Explore stories about investors who have taken their first steps with us.
We begin by getting to know you and gaining an understanding of your goals, your dreams. We then check in with you on a regular basis to discuss any changes that may impact your plan and update you on your status toward achieving those goals.
We provide timely updates regarding economic and capital markets events in an effort to provide you with a single source for relevant information. Our goal is to simplify your research so you spend less time digging through financial news and more time focusing on what matters most.
Your quarterly statement will serve as a road map as we work together to navigate your financial future. We also provide you with regular newsletters and articles that address real-life planning issues that may be of interest to you.
Take the first step and start the conversation about your financial future with more confidence. Click to schedule a call with one of our advisors or enroll directly in our investment services.Take the first step