Services
Mercury
Wealth Management is the
resource for individuals, families, and institutions that want
to
maximize returns and minimize risk. We provide the most
objective, sophisticated, thorough, and technologically advanced
advice available.
Our strategies
preserve and enhance the
assets of our clients. The focus is on providing unbiased
independent advice that allows our clients to eliminate
liabilities and achieve multiple investment goals. Standard
procedure is to continuously monitor the performance of our
clients’ investment Programs to measure success.
Clients
Serviced
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Hospitals
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Municipalities
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Endowments
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High Net Worth Individuals
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Trustees
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Foundations
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Corporations
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Non Profit |
Typical
Plans
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Family Trusts
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Retirement Accounts
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Education
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Defined Benefit
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Defined Contribution
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Endowments and Foundations
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Profit Sharing
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Malpractice Funds
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Cash Balance
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