Wealth Stages

White-glove service, tailored to your needs

The beauty of the Mercer Advisors family office model is our ability to scale it to fit the needs of a wide range of families, spanning a spectrum of asset levels and complexities.

But no matter who you are, we make a single promise: delivering your team, your person, your portfolio, and your firm with high-grade, personalized service.

For families with more complex wealth, we can turn up the frequency of service, provide support for complex estates, tap our relationships with leading private investment managers to further diversify their investments, and more.

For all families, the fact that we serve thousands of clients means we have a depth and breadth of resources and know-how to meet your needs, whatever they are.

A Service Approach That Fits Your Family

Whether you have $300,000 or $300,000,000, we provide a comprehensive wealth management experience that’s tailored to you and your specific circumstances and needs. As part of our initial consultation, we help identify which approach is right for you.

Wealth Path

For families building wealth

Wealth Path
Custom Wealth

For families eager to protect and grow their wealth

Custom Wealth
Ascend

For families with sophisticated wealth and investing needs

Ascend
Regis

For families with complex, multi-generation wealth

Regis

Private Banking Services are provided by US Bank National Association, or Charles Schwab Bank through a referral relationship with Mercer Advisors. Mercer Advisors is not a bank and does not provide banking services. Bill pay services are provided via unaffiliated third parties, as such additional fees may apply.

Ready to upgrade your wealth management experience?