Services for All Your Financial Needs

Portfolio Management - online Portfolio Access
As a Mercurio Wealth Advisors clent you have private, online access to your investment portfolio 24 hours a day, seven days a week.  It's as simple as logging on from anywhere in the world with Internet access.  Click here to log on to your accounts.

Investments
We can help you manage your annuities, real estate investment trusts and certificates of deposit as well as stock, bonds and mutual funds.  You can buy and sell any of these investments directly through Mercurio Wealth Advisors.

Insurance
We coordinate your insurance in tandem with your overall investment and estate planning strategies.  Our life, disability and long-term care policies are available to round out your overall wealth management needs.

Retirement Planning
Mercurio Wealth Advisors specializes in helping you plan for future retirement and then managing your retirement assets during retirement in ways that protect and grow your retirement income.  We can work with your current employer to coordinate investments or rollover plans from past employers into an actively managed retirement account, giving you more control of your investment future.

Estate Planning
Mercurio Wealth Advisors will work closely with your estate attorney to plan the most tax-effective management during life and distribution of your property at the end of life.  We take special care to make sure your lifetime investments are managed in concert with your desires to provide for those you love.

Tax Services
Through our sister organization, Mercurio Tax Advisors, we can serve as a "one stop" place to provide tax planning and tax return preparation - all coordinated with your investment, retirement and estate plans.  (Mercurio Tax Advisors is not affiliated with First Allied Securities.)