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Last updated: 2 months ago
About Mercer Advisors - San Francisco
Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city's entrepreneurs, industry leaders, and families with multi-generational wealth.
C-suite executives and private company founders: Business leaders have a unique set of needs and challenges. Our team has deep experience addressing them.
Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.
Services:
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services
Specialties:
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards
Year Established: 1985