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Marty provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs.
- (941) 365-3745
- Managing Director & Senior Wealth Advisor
- marty.kossoff@marinerwealthadvisors.com
From wealth advisors to tax professionals, our teams are under one roof, here to get to know you and create a personalized wealth management strategy designed to change along with you.
Aug 8, 2024. This $1 Billion Merrill Advisor Is Always On Call. Matthew Gallo makes it a rule on his team that no client call or email is allowed to go unanswered. By Sergei Klebnikov Forbes Staff....
View Marty Kossoff’s profile on LinkedIn, a professional community of 1 billion members. Motion Graphics / VR / CG Animation Producer · Experience: Wave · Location: Los Angeles · 465 ...
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- Wave
- Los Angeles, California, United States
Wealth Management Services in Sarasota, Florida. Our wealth advisors in Sarasota, Florida, partner with individuals, families and professionals who have complex finances and taxes to create personalized financial plans designed to evolve as your life changes.
- 240 S. Pineapple Ave., Suite 601, Sarasota, 34236, FL
- (941) 365-3745
Sep 15, 2022 · Hear from Marty Kossoff, former president of Allegiant Private Advisors. “Allegiant Private Advisors in Sarasota, Fla., joined Mariner Wealth Advisors through an acquisition in 2021. Why Mariner Wealth Advisors? Well, that’s pretty easy to answer now, but it wasn’t at the time.
Jul 12, 2021 · “Mariner Wealth Advisors’ values directly align with our approach to establishing long-term partnerships with our clients, and we’re thrilled to be a part of the team and expand our reach throughout the state of Florida,” said Marty Kossoff, founder of Allegiant Private Advisors.
