When can you enjoy everything you’ve worked for?
Welcome to a different kind of wealth management in Denver - Cherry Creek
We get you to think about money like you’ve never thought about it before
Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.
Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.
We’re built differently
Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio
Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.
Put simply, we help oversee and connect all the dots of your financial life.
Meet our talented wealth advisors in the Denver - Cherry Creek area
They’re here to help you connect all your financial dots
Parshad Singh
Wealth Advisor
Parshad Singh
Wealth Advisor
CFP®, CIMA®
Parshad is known to approach his work with clients with the same personal touch and attention to detail that he takes with his own investments and finds a lot of value in seeing clients succeed in reaching their own goals due to proper planning. Parshad holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification and the Certified Investment Management Analyst™ (CIMA®) certification. Parshad's entire career has been in wealth management, including 6 years with a large broker/dealer and 10 years running his own independent practice. In 2023 Parshad chose to merge his RIA with Mercer Advisors to further his journey in finding clients the best possible offering the industry has to offer. Outside of the office Parshad enjoys spending time with his family. He is an avid CO sports fan and enjoys running, golfing, and travelling.
Lisa Sallese
Client Service Specialist
Lisa Sallese
Client Service Specialist
Lisa's background in client services is a natural fit due to her attention to detail and exceptional communication skills. She enjoys the connection with clients as well as colleagues. Her focus is utilizing her skillset to assist client from all walks of life in achieving their goals. Lisa joined Mercer Advisors via the Singh Advisory acquisition in November of 2023. Prior to her employment with Singh Advisory, she was employed by Edward Jones Investment for 12 years. She enjoyed being a mentor to new employees as well as assisting current employees with troubleshooting issues and streamlining processes. Outside of work, Lisa enjoys long walks, staying fit and anything creative including her newest challenge, quilting. The focus and organization required to be a quilter is right in line with the attention to detail she exhibits in all areas of her life.
We’ll team you up
with one of our talented wealth advisors who’ll help you connect all your financial dots
We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.
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Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.
