Mercer Advisors - Walnut Creek

Mercer Advisors is proud to help families in San Francisco with their comprehensive wealth management needs. We specialize in handling complex and often sophisticated financial situations for the city's entrepreneurs, industry leaders, and families with multi-generational wealth. C-suite executives and private company founders: Business leaders have a unique set of needs and challenges. Our team has deep experience addressing them. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify. Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise.

Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors. Concentrated stock: We have deep expertise helping clients get the most out of their stock options and tech company compensation plans. Multi-generational wealth management: Our team specializes in helping ultra high-net-worth families manage and preserve their wealth, as well as navigate family dynamics and other complexities that arise. Foundations and endowments: We also specialize in comprehensive financial services for charitable foundations and other organizations.

Mercer Advisors is proud to help families living in Silicon Valley with their comprehensive wealth management needs. We have deep experience working with technology professionals, engineers, private company founders, and many others across a range sectors. Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.