MARINERS POINT Competitors

At Ocean Edge Resort & Golf Club, your Cape Cod escape is yours to define. Whether it’s a morning on our Nicklaus Design golf course, a retreat to the only year-round wellness experience on the Cape, or simply sinking into the rhythm of the Brewster Flats, Ocean Edge is where you find you. Spanning over 400 acres, with multiple stay options, five pools, tennis courts, and endless moments to reconnect, recharge, or revel, this is the Cape Cod you remember—carefree summers, untamed beauty, and space to make it your own. However you choose to experience it, Ocean Edge feels like yours. www.oceanedge.com

Bay Harbor is a resort and residential community located on 5 miles of shoreline along Lake Michigan. A world-class destination in northern Michigan, Bay Harbor encompasses a boutique hotel, conference center, marina, yacht club, three 27-hole championship golf courses and 32 distinct lifestyle neighborhoods. The Village at Bay Harbor is the heartbeat of the community, where our public marina, walking trails, waterfront dining and specialty shops are front and center along the heated brick-paved streets. It is this combination of a vibrant setting, beautiful scenery, and diverse array of shops that makes the Village a site used frequently for amazing annual events, memorable weddings, and one of a kind outdoor celebrations. Years in the making, the Great Lakes Center for the Arts in Bay Harbor is a not-to-be-missed destination. The Center is a regional, national and international destination for the cultural arts and intellectual dialogue. Programming includes popular, classical, jazz and country music performances, theatrical productions, music festivals, opera, films, dance, lectures and children’s series. An architectural landmark of Bay Harbor, the GLCFA includes a 500-seat theater with private box areas, an exclusive donor lounge, rooftop terrace, community engagement room and more. Enjoy all that Bay Harbor has to offer!

Through our team approach, our firm is solution based and not product driven. Our process includes a “getting to know” the client process where, after numerous meetings and phone conferences, we help identify the gaps in your family’s current investment strategy and provide real solutions to any shortfalls aimed at moving your family’s financial future in the right direction. Our vast platform allows us to provide our clients with a diversified investment portfolio that is suitable for the individual client’s investment goals and risk tolerance. Taking on the role of quarterback for our clients, we work alongside your existing legal, accounting, banking and insurance advisors to assist families with their financial and life needs that could include obtaining long-term insurance, setting up trusts, drafting wills, managing or setting up 401k’s, IRA’s or other retirement accounts and managing inheritance taxes. If you need assistance with obtaining third party advisors, we can introduce you to a number of different attorneys, accountants and insurance representatives with whom we have informal relationships. (We do not receive any compensation for making referrals to third party advisors.). Our primary focus is to reduce our clients’ dependence on investing in typical stock market products. Professional investment management may provide qualified individual investors access to a wide variety of traditional and alternative investment classes that are not correlated to the volatility of the stock market, including solutions that were previously available only to the institutional investors. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit: www.brileyfin.com/capabilities/wealth/disclosures