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Who
We Are
Mercury, as the wealth management platform of a 50-year-old NASD firm, is built with
professionals who encompass the same principals. The sophisticated client expects highly
responsive and personalized service. We work closely with our clients and their trusted advisors such as attorneys and accountants in overseeing their financial plans and delivering effective results.
As an independent wealth management boutique we are able to offer our clients the custom and personalized service they deserve. All of our recommendations are independent and conflict free. Our Wealth Management Advisors are among the very best trained and educated. In order to maintain a partnership at Mercury one must continue that education and keep up with the very latest developments. The last few years have demonstrated that when you have a Bull Market and the market disappears, without the right advisor, you may only be left with the Bull. Mercury Wealth Management has a record of superior service and performance. We are dedicated to building on this tradition. We strive for consistent investment results that outperform the personalized benchmarks we set with our clients. Our focus is actively managing portfolios on an individual basis to achieve the clients' specific goals and reduce risk. We emphasizing long-term client relationships, and providing responsive service will remain a hallmark of Mercury Wealth Management clients.
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Professionals
Troy
Jordan, Partner
William
Fendley, Partner
Michael Radler, Partner
Michael
is a seasoned professional who has been assisting clients since 1980. Michael specializes in working with closely-held and family-held businesses. Michael A. Radler joined Mercury Wealth Management, LLC, as a partner and Sr. Vice President. Michael is a Chartered Life Underwriter who started his career with Phoenix. A continuous recipient of the National Quality and National Sales Achievement Awards, Michael has been named Agent of the Year 4 times. In assisting clients, Michael strives to emphasize creation of an achievable financial plan and then works diligently to help clients achieve the life cycle goals they have set for themselves. Services include all phases of business insurance planning, estate, and retirement planning. Client service is paramount as Michael leads the Avon office to be the premier Connecticut Wealth Management practice.
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Services
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