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Mercer Advisors
       
 
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Mercer Advisors
 
 
Overview: 

We believe you have the most to gain by looking at your financial life holistically – blending investment advice, financial planning, and real-life goal setting. Recent research has placed a value on this integrated approach. The following study reports that advisors who provide wealth management best practices can add significant value beyond market performance: Putting a Value on Your Value: Quantifying an Advisor's Alpha, Vanguard Investment Research, September 2016.

Your life story – and financial needs – will evolve and change over time. Our wealth management advice, services, coaching, reviews, and partnership move in sync with your unique financial objectives. Whether you’re in the accumulation, preservation, or distribution phase of your investment lifecycle, our comprehensive services will address each of these five categories, as appropriate, and at the level your current financial circumstances require:
Investment Management

• Investment Review & Personal Risk Assessment

• Custom Portfolio Design & Implementation

• Scientifically Structured Investment Solutions

• Academically Validated Investment Process

• Sophisticated Risk Management & Tax Minimization Strategies

• Uncorrelated Alternative Investments
• Goal setting

• Comprehensive written plan

• Savings & debt elimination

• Cash flow management

• Social Security optimization

• Retirement planning

• Distribution planning
• Asset exposure analysis

• Asset protection strategies

• Medicare, long-term care, & insurance assessments

• Incapacity planning

• Retirement plan beneficiary review
Document review, preparation, & maintenance

• Tax-efficient investment planning

• Tax-efficient distribution planning

• Charitable & philanthropic goals & implementation

• Corporate trustee services

• Inter-generational wealth education
• Analysis of primary & secondary residence

• Income property yield analysis

• Business entity analysis

• Succession planning

• Corporate governance assistance – no minimum
Asset Under Management:  $2 billion


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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