At Canvas Wealth Advisors we are a team of seasoned professionals from wealth management, 401K plans, investment organizations, insurance companies, broker-dealers, banks, and financial consulting firms. We are industry leaders who understand how financial products are created and managed, in addition to recognizing the challenges presented by different types of clients. We know the issues because we have been in your shoes. We know the challenges, and everything we do is to fulfill our promise: we want to make you better.We don’t bring you a cookie-cutter approach to your wealth, nor do we bring you an idea that doesn’t make sense. But we will:1. Do the things that you don’t want to yourself2. Help you avoid financial disasters3. Bring you ideas that you won’t have or find anywhere elseWe don’t bring you a cookie-cutter approach to your wealth, nor do we bring you an idea that doesn’t make sense for your financial future. We believe in challenging the status quo and thinking differently.Specialties: Financial planning, wealth transfer planning, tax planning, investment management, retirement planning, business planning, private equity and risk management.

Successfully met the requirements put forth by the Board of Player Representatives for financial advisors in the Program.

Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. • Prepare customized comprehensive financial plans and investment portfolios• Retaining and building client relationships

Mariner Holdings is a global financial services firm providing wealth advisory services and asset management through two distinct affiliates, Mariner Wealth Advisors and Montage Investments.