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Rosa Ortiz

Rosa Ortiz

Rosa Ortiz

EA, Tax Accountant

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Mariner is a brand utilized by Mariner Independent Advisor Network (“MIAN”), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MIAN. The IAR associated with MIAN maintains a separate business entity, Ascend Integrated Wealth, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MIAN and is not registered with the SEC. MIAN does not provide legal or tax advice. Please refer to the links below for additional information. Legal/Disclosure | MIAN Privacy Policy | MIAN Form CRS | Form ADV Part 2A | Form ADV Part 2B

This website is provided for general informational and educational purposes only. Any views expressed do not consider any specific individualized financial, legal, or tax considerations. As such, the information contained herein is not intended to be personalized advice, an individualized recommendation, or solicitation to buy or sell any security or engage in a particular investment or financial-related strategy. Nothing herein should be relied upon as such, and there is no guarantee that any opinion or forward-looking statement will come to pass. The information is obtained from what are considered reliable sources, but we do not guarantee the accuracy, completeness, or reliability of the information. Any examples provided are for illustrative purposes and are not intended to be reflective of results you can expect to achieve. Any opinions expressed are subject to change without notice in reaction to shifting markets and other conditions and should not be viewed as an indicator of future performance.

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