Mercer Advisors Inc. is a privately owned investment manager and total wealth management firm based in Santa Barbara, California. Founded in 1985, the firm specializes in providing comprehensive services, including investment management, financial planning, estate planning, tax management, and retirement benefits. It caters to a diverse clientele, ranging from affluent individuals and families to institutions, corporations, and non-profit organizations. With nearly $6 billion in assets under management, Mercer Advisors focuses on creating tailored solutions for high-net-worth clients and offers separate client-focused portfolios that include public equity and fixed income investments. The firm emphasizes dividend-paying stocks and investment-grade fixed-income instruments, ensuring a strategic approach to wealth accumulation and preservation.
AFI Wealth Strategies is a wealth management firm based in Green Bay, Wisconsin, specializing in providing comprehensive financial services to high-net-worth individuals, families, and their businesses. The firm employs a team-based approach to financial planning, which allows for a broader range of expertise compared to traditional single-advisor models. AFI Wealth Strategies offers a variety of services, including financial and business planning, institutional consultation, longevity planning, sustainable investing, and portfolio management. By focusing on wealth strategy creation, the firm aims to help clients optimize their investments and enhance their financial decision-making capabilities.
Provider of wealth management services intended for mass affluent and high net worth clients. The company specializes in offering a range of services including asset protection, legacy planning, social security, retirement income management, and 401k rollovers, committed to helping clients meet their financial goals.
Atlanta Financial Associates specializes in providing comprehensive wealth management services aimed at helping clients achieve financial independence. Their proprietary Financial Independence Together (FIT) process systematically analyzes clients' financial situations and creates tailored roadmaps to enhance their financial wellness. The firm serves a diverse clientele, including families, retirees, physicians, divorcees, executives, business owners, and young professionals. Atlanta Financial Associates offers a range of services, including risk management, tax planning, retirement planning, and investment management, all designed to optimize clients' overall financial picture and support long-term financial goals. Through personalized planning and ongoing advice, the firm guides clients in navigating their financial journeys effectively.
Jackson Financial Management is a prominent wealth management firm dedicated to serving high net worth households across the United States. The company specializes in a range of wealth management services, including investment strategy reviews, investment due diligence, portfolio design, asset allocation, and performance management. By offering tailored financial solutions, Jackson Financial Management aims to help clients achieve their investment goals and effectively manage their wealth.
Arbor Asset Management
Acquisition in 2019
Arbor Asset Management is an established and highly respected firm—a very attractive business in a dynamic and growing market.
Bell Wealth Management Inc., a subsidiary of Mercer Advisors Inc., is a registered investment adviser that has been serving affluent and high-net-worth clients for over 20 years. The firm offers comprehensive wealth management services, employing a disciplined and academic approach to investment management. This methodology helps clients navigate behavioral and environmental challenges, allowing them to effectively protect, grow, and manage their financial resources. Bell Wealth Management is dedicated to assisting individuals and multi-generational families in achieving their financial goals through tailored strategies and a focus on long-term stewardship of wealth.
Sigma Investment Management is an investment management company that offers institutional-style services to a diverse clientele, including individuals, families, trusts, charitable endowments, corporations, and retirement plans. The firm specializes in creating customized portfolio strategies aimed at effectively managing risk while catering to both short-term needs and long-term objectives. In addition to investment advising and retirement plan assistance, Sigma provides nondiscretionary services tailored to meet specific goals. This approach enables clients to develop rational, long-term investment plans that are diversified across various asset types.
Traust Sollus Wealth Management is a boutique wealth management firm emphasizing sophisticated financial planning, investment management and tax planning strategies for high net worth individuals.
Pinnacle Investment Management Inc. is a comprehensive wealth management firm committed to helping clients improve their long-term financial success. We help them grow, and conserve their wealth and optimize their financial decsions. We specialize in financial planning, investment management and retirement planning.
Their approach to wealth management goes well beyond just managing client portfolios.Their service model includes a detailed retirement planning analysis, the reviewing of tax returns for outlining tax strategies, and managing estate planning documents to ensure a smooth transition to the next generation. Their executive clients receive guidance on exercising their stock options and their small business owner clients lean on us to help with finalizing succession plans to sell their company.They like to be fully engaged with their all clients and their families.
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