Mariner

For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm. Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers. Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock positions, divorce, and other life transitions. We're proud that nearly half of our client-facing team firm-wide are women.

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better, more secure future.

Vestpointe Wealth Management is a financial services firm based in Scottsdale, AZ, offering integrated investment management, estate planning, retirement planning, and tax consulting services. With a team of experienced CPAs and investment advisors, they provide comprehensive strategies to help clients achieve their financial goals, leveraging their entire financial picture to maximize returns, minimize risk, and reduce taxes. Founded in 2004, Vestpointe Wealth Management takes a navigator compass as their logo, symbolizing their approach of setting sail with a course in mind and adjusting to changes in markets, tax law, and circumstances. Their expertise in all aspects of a client's financial life allows them to develop and execute strategies that align with individual needs and objectives.Generated from the website