Mercator Wealth Management is committed to helping clients make informed financial decisions.
As independent financial advisors, we have no proprietary products or corporate agenda; we offer individually tailored services along with fair and transparent fees. We deliver services for a wide range of client needs:
- Investment Management
- Tax-advantaged Retirement and Education Savings Accounts
- Accumulation and Distribution Strategies
- Trust and Estate Planning Services
- Life, Disability and Long-term Care Insurance
Mercator Wealth Management offers a wide range of products and services to their clients.
Accounts are carried by Pershing LLC, a BNY Securities Group Co., and a subsidiary of the Bank of New York Company, Inc., Raymond James & Associates, Inc., and National Financial Services LLC, members of NYSE/SIPC. These companies provide access to a full range of investment vehicles and research, as well as to global leaders in asset management.