Regent Wealth Management Group

Open
Call
Website
1 Bradley Rd Ste 902
Woodbridge, CT 06525
+1 (203) 387-7887
https://www.merceradvisors.com

Mercer Advisors is a wealth management firm located in Woodbridge, Connecticut, with over two decades of experience providing tailored guidance to families and business owners. They offer a comprehensive suite of services, including financial planning, investment management, tax, estate, and insurance solutions, all designed to amplify and simplify their clients' financial lives.

With a dedicated team of CFA and CFP professionals, Mercer Advisors specializes in multi-generational wealth management and institutional-grade investing, ensuring tax efficiency and proactive strategies to protect clients' legacies. Their advisors are deeply embedded in the local community and focus on delivering clarity and confidence as clients navigate their unique financial journeys.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Retirement Planning Partners
Rest home, with health care incidental, Investment advisory service, Financial consultant

Retirement Planning Partners

Every retirement plan we produce is based on our clients goals, objectives and concerns. Our mission: To help our clients live comfortably in retirement and to stay retired while providing exceptional services that exceeds expectations.
Investment advisory service, General practice attorney, lawyer, Securities flotation companies

Lake Partners

Cadent Energy Partners is a private equity firm specializing in natural resources, focusing on investments in small to medium-sized companies within the energy sector. Over the past 37 years, the firm's principals have successfully invested more than $826 million across 35 platform companies. With a mission to drive growth in the energy industry, Cadent employs a strategic approach to identify and support promising ventures. Their extensive experience and commitment to the sector position them as a significant player in the private equity landscape. Generated from the website
Investment advisory service, Business services, nec, nec

Bunker Capital

Contrarian Capital Management, established in 1995, specializes in opportunistic credit and special situation investments on a global scale. With a stable portfolio management team that has worked together since 1986, the firm leverages its extensive experience to identify and analyze investment opportunities across multiple business cycles. Headquartered in Greenwich, CT, Contrarian boasts regional investment research offices in London and Hong Kong, emphasizing its commitment to a global investment strategy. The firm is 100% partner-owned and is registered with the U.S. Securities and Exchange Commission, underscoring its dedication to regulatory compliance and transparency in its investment practices. Generated from the website
United States›Connecticut›Woodbridge›Regent Wealth Management Group

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.