Mercer Advisors Wealth Management

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1261 Post Rd
Fairfield, CT 06824
+1 (203) 689-5742
https://www.merceradvisors.com

Mercer Advisors Wealth Management, located in Woodbridge, Connecticut, specializes in comprehensive wealth management through a family office-like structure that integrates financial planning, investment management, tax, estate, and insurance solutions. With a team of local CFA and CFP professionals, they provide tailored guidance to families and business owners, emphasizing clarity and confidence in navigating unique financial journeys.

The firm prides itself on offering institutional-grade investing backed by extensive research and market analysis, while also focusing on multi-generational wealth management and proactive tax strategies to protect clients' lifestyles and legacies. Their dedicated team is deeply embedded in the community and committed to serving clients with a fiduciary mindset, ensuring that their best interests are always prioritized.

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