Although you can harvest losses on your own, a Mercer Advisors wealth advisor may add value by coordinating harvesting across all your accounts, monitoring wash-sale rules, and integrating losses with your broader tax, estate, and charitable planning. Cross-account wash sales are your responsibility to track, and brokers report only those within a single account. Professional coordination can help you avoid costly mistakes and maximize the after-tax benefit.
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.
