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Question

What is holistic wealth management?

Answer

Holistic wealth management considers investments, taxes, estate planning, risk management, and financial goals together rather than separately. Coordinating these areas helps ensure financial decisions align with long-term objectives. Clients can ask how different disciplines are integrated and how responsibilities are shared among professionals.

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Last Updated Aug. 5, 2026
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Further Learning

Listen
Investment Management Podcast

Episode 38 – The Science of Investing

CIO Don Calcagni unpacks why active investing underperforms, why indexing is a smart start, and how factor investing can improve your long-term returns.

Listen
Financial Planning Podcast

Episode 524 – Generational Wealth

John Walker and Jason O’Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades.

Financial Planning Article

How To Open a Trump Account for Your Child

Trump Accounts (Section 530A) let families invest up to $5,000 a year for any child under 18 — plus a $1,000 federal pilot contribution for kids born 2025 to 2028.

Financial Planning FAQ

What happens to a Trump Account when my child turns 18?

See the answer
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About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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