Mercurio & Associates

Who We Are

At Mercurio Wealth Advisors, we are passionate about empowering retirees to make informed decisions about their financial futures. As a registered investment adviser, our team is dedicated to providing holistic and personalized retirement planning experiences that cater to each client's unique needs and goals. Our mission is to help individuals and families plan for a secure and fulfilling retirement, leveraging our expertise in investment planning, legacy planning, healthcare planning, and tax planning.

Our Approach

We believe that every individual's path to retirement is unique and requires a tailored approach. That's why we take the time to get to know each of our clients, understanding their aspirations, concerns, and financial circumstances. Our team of experts works closely with clients to develop a customized Retirement 360 Gameplan, which takes into account their entire financial picture, including investment portfolios, insurance needs, and tax strategies. We also collaborate with other professionals, such as attorneys, accountants, and insurance specialists, to ensure that our clients receive comprehensive guidance and support.

Services

At Mercurio Wealth Advisors, we offer a range of services designed to help individuals achieve their retirement goals. Our services include:

• Retirement Income Planning: We help clients create a sustainable income stream in retirement, ensuring that their financial needs are met throughout their golden years.
• Investment Planning: Our team provides guidance on investment strategies, asset allocation, and portfolio management to help clients grow their wealth over time.
• Legacy Planning: We assist clients in creating a lasting legacy, designing estate plans that protect their wealth and ensure the smooth transfer of assets to future generations.
• Healthcare Planning: Our experts help clients plan for long-term care expenses, ensuring that their financial resources are protected and their healthcare needs are met.
• Tax Planning: We provide guidance on tax-efficient strategies, helping clients minimize their tax liabilities and maximize their retirement income.

Resources

At Mercurio Wealth Advisors, we believe that education is key to achieving financial success. That's why we offer a range of resources to help our clients build a stronger financial foundation. From informative articles to webinars and workshops, we strive to provide actionable insights and practical advice that our clients can apply to their everyday lives.