Thank you for visiting Transitions Wealth Management.
We are excited to now be a part of Mercer Advisors.

Together Transitions Wealth Management and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life journey covered.

This powerful combination will enhance your overall client experience and bring new resources and services to an already robust Transitions Wealth Management offering.

Find Your Path to Economic FreedomTM here.


Please Note: Transitions Wealth Management is a tradename. All services provided by Transitions Wealth Management investment professionals provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Transitions Wealth Management.