Welcome to Wealth Path

Designed to help you build and sustain wealth.

Wealth Path

Welcome to a different kind of wealth management.

To serve more people with a comprehensive approach to their financial lives, we are proud to introduce Wealth Path – designed to help individuals and families build and sustain wealth

Each Wealth Path client receives the same differentiated benefits that all of our clients receive. Wealth Path is about providing access to the high standard of care that Mercer Advisors is known for to an expanded group of clients.

We connect the dots

of your financial life by unifying planning,
investing, taxes, estate, insurance, and trust.

Your Team

A unified in-house team comprised of a regional
vice-president, financial planner, wealth advisor, client service specialist

Your Portfolio

An institutional-grade personalized portfolio managed by a team of full-time investment professionals

Your Person

A hand-picked advisor
who is focused entirely
on serving you, not on finding new clients

Your Firm

A fully independent,
national fiduciary
to always working in
your best interest

Ready to learn more?