Pathways to Success: Wealth With Options

Advisor Snapshot

Advisors: Ryan Goldenhar, CFA®, CFP® and Jackie Lewis, CFP®, MBA

Current Location: San Diego, CA

Founded: 2022

Number of Associates: 2 advisors

Affiliated with Mariner: 2022

What Mariner does differently, which I think really helps my clients, is to provide a vast array of expertise that I can bring to them, which I wouldn’t be able to do on my own.

Jackie Lewis, CFP®, MBA

Co-Founder, Wealth With Options

Mariner Independent

The advisors’ personal comments may not be representative of the experience or opinions of other advisors and there is no guarantee of future performance or success.

Latest Resources

The new shape of independence: Why the next era of advisor success isn’t about doing it alone—it’s about leverage

The new shape of independence: Why the next era of advisor success isn’t about doing it alone—it’s about leverage

Advisors have been sold the same story for decades: To find success, step one is to escape the wirehouse; step two is to start your own independent practice. Going out on your own has typically been considered the only available escape from wirehouse constraints,...

The multiples are real. But do the numbers fit you?

The multiples are real. But do the numbers fit you?

If you’ve been reading the headlines, you may think recent advisory M&A activity sounds too good to be true. With some practices achieving 12-15x EBITDA, or even higher in standout deals, the question becomes, “Do these numbers apply to my book?” While the...

Your tax offering is either a differentiator or a liability

Your tax offering is either a differentiator or a liability

In today’s competitive wealth management landscape, many affluent clients have come to expect more from their advisors than solid investment returns. They seek a wide range of strategies that work together to grow and preserve their wealth, and proactive tax planning...

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