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Premium Wealth Management Tailored to You

Your Personal “C-Suite" of Experienced Professionals

Mercer Advisors Ascend Group surrounds you with a team selected from among our most senior financial planning and wealth specialists, tax attorneys, CPAs, estate planning attorneys, and investment portfolio managers. Your personal senior wealth advisor directs this group in proactively bringing you strategies for growing and protecting all facets of your wealth. You get the power of multiple specialists in your corner—with the simplicity of having one key point of contact at your side.

Our senior wealth advisors are professionals with decades of experience helping clients like you navigate complex financial situations. Your advisor and roundtable of specialists can also tap into an extended network of resources at Mercer Advisors in areas such as private banking, insurance solutions and corporate trustee services.

 

We take a holistic approach toward optimizing your wealth management opportunities while also putting minimal demands on your time and attention. Our professionals do what they do best—freeing you to focus on what you enjoy most.

Exclusive Wealth Management Offerings

We recognize that the sophisticated financial requirements of ultra-high-net worth households demand a highly customized and tightly integrated array of tools and resources. Mercer Advisors Ascend Group puts exclusive wealth management strategies and family office services, as well as next-level strategic guidance at your disposal. Working together seamlessly and with a meticulous focus on your specific financial situation, these offerings include:

Ascend Group Products and Services

Investments Tax Strategy Intergenerational Wealth
  • Alternative investments such as private equity, private credit, venture capital, opportunity zones, real estate, and infrastructure*
  • Alternative income strategies such as ultra-short-term bond solutions
  • Tax strategy for efficient investing
  • Personal, business, gift/estate, and multiple entity tax preparation
  • Advanced tax planning and strategizing for investments, real estate, and businesses
  • Incapacity and core estate planning
  • Giving and charitable planning strategies
  • Family and business succession planning
Access to Private Banking** Insurance Access to Corporate Trustee Services***
  • Lending for liquidity, new acquisitions
  • Non-standard mortgages
  • Asset protection planning
  • Legacy planning
  • Management of assets placed in trust

*For qualified/accredited investors only. Alternative investments are subject to greater risks than those associated with traditional investments and are not suitable for all investors.

**Private Banking Services are provided by First Republic Bank, US Bank National Association, or Charles Schwab Bank through a referral relationship with Mercer Advisors. Mercer Advisors is not a bank does not provide private banking services.

*** Corporate Trustee Services are provided by National Advisors Trust Company, FSB (NATC).

360-Degree View of Your Financial Picture

As a Mercer Advisors Ascend Group client, you also receive highly customized, in-depth reports that provide holistic insights on your net worth. Our reporting breaks down your cash flow, account balances, investment performance, balance sheets of non-cash assets and liabilities, real estate holdings, and other financial details. This 360-degree perspective can help you and your senior wealth advisor move forward more confidently.

Do More with Your Wealth

You’ve worked hard to build a wealth portfolio that you can enjoy today, draw upon in retirement, devote to supporting the causes you believe in, and ultimately pass along to your loved ones. Your ultra-high net worth and sophisticated financial management requirements deserve the highest levels of expertise and attentiveness.

Mercer Advisors Ascend Group can help you achieve loftier goals and strengthen your legacy through a holistic, personalized approach to wealth management that starts with understanding what matters most in your life.

Ascend Group is a tradename owned by Mercer Global Advisors Inc. (Mercer Advisors). All services provided by Ascend Group financial planning and investment professionals are provided in their individual capacities as employees and/or investment advisor representatives of Mercer Advisors.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, MAIS and the Strategic Partner each receives a percentage of the commission revenue.

More information about MAIS, NATC and our Strategic Partners may be found in our Form ADV 2A.

 

Talk with our Ascend Group.