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The Story Behind Our Practice

After years at a large private bank, we recognized that tech professionals with equity compensation faced unique challenges that most advisors couldn’t handle. We founded Wealth With Options in 2019 to fill this critical gap, combining 25+ years of experience with genuine partnership.

Meet the Team >

Mariner is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.

The IAR associated with MPS maintains a separate business entity, Wealth With Options, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. MPS does not provide legal or tax advice. Please refer to the links below for additional information.

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Client Login:

  • CHARLES SCHWAB
  • RIGHTCAPITAL
  • FIDELITY
  • BLACK DIAMOND

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