Learn About Our Approach

"Quality, Value & Integrity"

"We help business owners, professionals and high net worth families build, preserve and transfer their wealth."

Mercer Private Counsel's experienced and trusted team of investment professionals take a holistic approach to the wealth management process, building partnerships with families and individuals, helping them to construct a customized strategy that meets their Investment Management, Retirement Income, Philanthropic and Intergenerational Wealth Transfer goals.

Our Mission

"Wealth is created over time, and in recognizing this, my approach is one of long term commitment to my clients, and to guiding them through all economic conditions, toward achieving their financial goals, by seeking out and presenting to them the very best investment opportunities available today.

We have over 30+ years of experience in helping clients just like you. Partnering with Corporate and High Net Worth families to help them CREATE, MANAGE and TRANSFER their wealth is what we do."


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