Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.
AFI Wealth Strategies is a wealth management firm located in Green Bay, Wisconsin.AFI Wealth Strategies offers a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.
Atlanta Financial Associates' main objective is to help the clients to achieve Financial Independence Together(FIT). FIT process has altered and enhanced the path to wealth for hundreds of families from retirees, physicians, divorcees, executives, business owners, and young professionals. Financial Independence Together is a systematic and organized analysis and roadmap to guide through the current situation as well as the family’s financial wellness for decades to come. Atlanta Financial Associates offer comprehensive wealth management services through its Fit Process that includes customized financial planning, investment management, and ongoing advice and solutions to help optimize your overall financial picture and plan for the future.
Bell Wealth Management operates as a registered investment adviser. Bell Wealth Management provides comprehensive wealth management to affluent and high net worth clients, and has been helping people achieve their financial goals for over 20 years.
Traust Sollus Wealth Management is a boutique firm that specializes in providing comprehensive wealth management services for high net worth individuals. The firm focuses on sophisticated financial planning, investment management, and tax planning strategies. By offering tailored financial advisory and insurance solutions, Traust Sollus aims to assist clients in making informed financial decisions and optimizing their wealth. Through its expertise, the firm seeks to enhance clients' profits and cash flows while addressing their unique financial needs.
Pinnacle Investment Management Inc. is a wealth management firm focused on enhancing clients' long-term financial success through personalized services. The firm specializes in financial planning, investment management, and retirement planning, offering objective and independent advice tailored to individual client needs. Its experienced team of qualified advisors serves a diverse clientele, including retirees, business owners, corporate executives, medical professionals, non-profit organizations, and pension plans. By prioritizing the growth and conservation of wealth, Pinnacle Investment aims to help clients make informed financial decisions and achieve their financial goals.
Blue Moon Wealth Advisory LLC, established in 2014 and located in Bellevue, Washington, provides comprehensive investment advisory and financial planning services. As a subsidiary of Mercer Advisors Inc., the firm focuses on wealth management that extends beyond portfolio management. Its offerings include detailed retirement planning analyses, tax strategy development through tax return reviews, and estate planning to facilitate smooth generational transitions. The firm also caters to executive clients by providing guidance on stock option exercises and assists small business owners with succession planning for company sales. Blue Moon Wealth Advisory emphasizes active engagement with clients and their families to foster long-term financial success.
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