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Mariner has acquired Cincinnati, Ohio-based Cassady Schiller Wealth, Englewood, Colo.-based Jenkins Wealth and Marlborough, Mass.-based Triton Financial Group.

According to CEO Jeff Dekko, acquiring Northwest Investment Counselors will help Wealth Enhancement “better serve clients in the growing region.”

The deal with Stonebrook Private represents Elevation Point’s first strategic investment since its inception in June.

The investment from FJM, which has its roots in convenience stores, will help Balentine with succession planning and growth.

Concentric Wealth Management represents MAI’s second West Coast acquisition in 2024.

The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring at the end of the year.

Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J., will lead Carson's new tax strategy.