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Question

What does it mean when a firm offers integrated wealth management services?

Answer

Integrated wealth management services combine investment management, tax coordination, estate planning considerations, and financial planning into one coordinated approach. This structure can help ensure financial decisions across disciplines are aligned. Clients should confirm which services are provided directly and which involve outside professionals.

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Last Updated Aug. 5, 2026
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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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