Mercer Advisors is honored to be named #1 on Barron’s 2024 Top 100 RIA Firms list! This year’s ranking is particularly meaningful because it reflects our commitment to being better, not just bigger. Click here for important information on the ranking methodology: https://buff.ly/3TuYzv6
关于我们
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
- 网站
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https://www.merceradvisors.com
Mercer Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Denver，Colorado
- 类型
- 私人持股
- 创立
- 1985
- 领域
- Holistic Wealth Management、Financial Planning、Family Wealth Office、Investment Management、Risk Management、Asset Protection、Estate, Tax and Legacy Planning和Retirement Plan Design and Administration
地点
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主要
获取路线
1200 17th St
US，Colorado，Denver，80202
Mercer Advisors员工
动态
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Last week, our Executive Managing Director, Jessica Caruso, CFP?, captivated the audience at RIA Edge West with her insights on serving UHNW clients. She highlighted how Mercer Advisors helps to transform wealth into freedom, legacy, and community impact, eliminating stress and complexity. A big thank you to RIA Edge (Part of Wealth Management EDGE) for hosting Jessica.
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Business owners, make sure you don't miss the deadline for Beneficial Ownership Information Reporting. Learn more about the deadlines and requirements from our Director of Estate Planning Jenna Elliott.
Guidance for Business Owners: Beneficial Ownership Information Reporting Requirements
https://www.merceradvisors.com
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High-Income Earners: Learn how to navigate the NIIT and additional Medicare tax. Sr. Tax Associate John Taylor explains how in this article.
How High-Income Earners Can Navigate the NIIT and Additional Medicare Tax
https://www.merceradvisors.com
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Making drastic portfolio changes during times of uncertainty can have long-term negative effects. Explore four actions to consider during a market sell-off or recession.
4 Actions to Consider During a Market Sell-Off or Recession
https://www.merceradvisors.com
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In this week’s Barron’s Advisor Big Q, our Chief Investment Officer, Donald Calcagni, notes that he sees significant opportunities in private markets, especially in renewable energy focused on storage and transmission. With rising energy demands due to AI and EVs, private infrastructure investments are crucial.
We Asked Investment Advisors What They Are Buying Now. Here’s What They Said.
barrons.com
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In honor of #WomenandWealthWednesday, we're discussing the importance of financial independence for women. Regardless of your current role, you can begin to take control of your financial future with these four tips: 1. Have a plan 2. Invest now 3. Do regular reviews 4. Speak up
4 Tips for Women to Achieve Financial Independence
https://www.merceradvisors.com
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You’re invited: Register today for our Q4 Market Outlook webinar. Our Chief Investment Officer Don Calcagni will cover inflation, stocks, the U.S. dollar, interest rates, and the potential implications of an election year — and what investors should know. Register for free here: https://buff.ly/3XY68Mq
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It's important to plan ahead and understand how you can strategize for potential changes to the estate lifetime tax exemption if TCJA laws sunset in 2025. Read more in this article from Bryan Strike:
Act Now: Higher Estate Tax Exemption Set to End in 2025
https://www.merceradvisors.com