|
Individual
Services
Financial
Planning
| Retirement
| Estate/Trust
| Insurance
| Investment Management
Our Investment Philosophy has remained consistent: We
strive to
be
the resource for individuals and families who want to
structure and manage their assets prudently in order to
maximize returns and minimize risk; by providing the most
objective, sophisticated, thorough, and technologically
advanced advice available.
Successful
wealth management requires a client-oriented focus that
synthesizes a broad array of financial services, enabling
affluent individuals and their families to preserve and
enhance their wealth. Wealth management involves financial
planning, retirement
planning, estate
and trust planning, insurance
analysis, investment
management, and fiduciary services. A wide range of
professional skills is required to successfully manage wealth,
from structuring customized tax-intelligent portfolios, to
sophisticated financial planning, to innovative strategies for
transferring wealth to succeeding generations or charity.
These varied disciplines can be integrated and coordinated to
meet all of a client's financial needs or utilized on a
stand-alone basis. Mercury Wealth Management Consultants work
with all these disciplines to create an effective client
relationship.
Our
clients, both individual and institutional come from a variety
of disciplines and backgrounds including entrepreneurial,
medical, legal, professional athletics, technology, finance,
and general business. Over the years our clients have come to
expect tremendous value from the independent advice that we
give to them. We strive to fulfill that expectation through a
simple yet uncompromising 5-step
Wealth Advisory process.
Financial
Planning
Everything begins with a plan. All clients go through an
extensive exercise to identify assets, liabilities, risk
tolerance, objectives, and goals. Our planning process takes
into account the timing of events as well as the likelihood of
achieving those goals within the risk parameters set by our
clients. Through our 5-step
Wealth Advisory process
we
are able to determine a suitable game plan to achieve the
goals set and monitor our progress on a consistent basis.
All
clients receive a monthly or
quarterly portfolio summary of all holdings and
transactions. Accounts
can be set up to provide a Visa Gold Card, check writing and
other privileges. Accounts
carry unlimited protection and are SIPC insured. A client
quarterly review is conducted with your advisor and both
qualitative and quantitative goals are assessed.
Financial
Planning
| Retirement
| Estate/Trust
| Insurance
| Investment Management
^
Top
Retirement
Planning
Retirement Planning is one of the most critical issues facing
our clients. As the ability to rely on social security and
corporate pension plans lessens it becomes more important than
ever to design, implement, and execute an effective retirement
plan. We help our clients to manage all the financial goals
that occur prior to retirement so that our clients are able to
retire. Areas such as IRA consolidation, SEP’s, tax deferred
annuity strategies, income maximization, and 401k allocation
issues are among the strategic areas that we work on with our
clients.
Financial
Planning
| Retirement
| Estate/Trust
| Insurance
| Investment Management
^
Top
Estate
and Trust
Effective estate planning is essential to minimize future
estate taxes and maximize wealth for oneself and future
generations. After one's death, professional estate and trust
administration is crucial to ensure the effective
implementation of the estate plan and the orderly transmission
of assets to the intended beneficiaries. Working closely with
a client and his or her selected attorney, we provide expert
advice regarding the preservation and distribution of that
client's assets. In our planning with clients we can discuss a
variety of trust strategies which can be implemented to
achieve the clients goals.
Financial
Planning
| Retirement
| Estate/Trust
| Insurance
| Investment Management
^
Top
Insurance
At the core of all of our financial strategies is risk
management. Proper insurance planning is one of the most
effective risk management strategies available. We begin with
a rigorous review of property, cash flows, goals and
objectives to determine which assets require protection, while
quantifying financial loss potential. We also analyze coverage
limits, liability limits and the need for specialized coverage
such as business continuation, health, disability, long-term
care, and generational wealth transfer. We then implement the
plan by placing insurance with a financially sound carrier
through our independent agency.
Financial
Planning
| Retirement
| Estate/Trust
| Insurance
| Investment Management
^
Top
Investment
Management
Today's financial marketplace offers individual and
institutional investors a seemingly endless array of
investments, opportunities and special situations. Extensive
skill and time is required to choose managers that can fulfill
the complex Wealth Management and structuring needs of
affluent individuals. Mercury through the implementation of
its 5-step process helps our clients sift through literally
100’s of independent investment managers to develop a
cohesive portfolio of separately managed or institutionally
managed funds.
Financial
Planning
| Retirement
| Estate/Trust
| Insurance
| Investment Management
^
Top
Client
Benefits >>
|
