Mercer Advisors - Rockwall

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2095 Summer Lee Dr Ste M200
Rockwall, TX 75032
+1 (214) 771-3363
https://www.merceradvisors.com
Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs. Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.
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