1243 Alpine Road
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Years of experience have prepared us to guide you through your life transitions.
Mercer Partners Wealth Management uses a widely accepted Six-Step financial planning process: Discover, Evaluate, Analyze, Create, Implement, and Monitor.
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Transitions are a part of life. The help of a professional financial guide allows you to understand your options even during the most difficult of times.
"An investment in knowledge pays the best interest."
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Managing Director, CERTIFIED FINANCIAL PLANNER™
Chief Investment Officer, Strategic Wealth Advisors Group
Client and Community Services
Planning Support Specialist
Vice President, Portfolio Consulting, Strategic Wealth Advisors Group