Mercer Wealth Management was founded so that we could continue to act in the best interests of our clients— but without the constraints imposed by a corporate owner and their agenda. As an independent firm, we are committed to find ways to continually increase the value we can deliver to each of our client relationships.

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

• Access to a Broader Marketplace: Because we’re independent and own our own firm, we work in an open architecture, which means that we can access practically any financial product, solution or investment vehicle that we think fits with your needs. We are incentivized only to find the best solutions for you.
• Robust Planning Solutions: For our individual and family clients, we will be using advanced planning software from eMoney. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team, in cases where it is helpful for us to have access to them.
• Exceptional Client Service: With your best interests as our only agenda, our team is free to focus exclusively on addressing your individual service needs.

While we would have enjoyed the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented us from doing so. We are committed to respecting and abiding by those covenants as investment professionals, even though it was personally challenging to not have the ability to speak with you beforehand. We hope you can appreciate the situation we were in.

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—with clients like you. By partnering with Sanctuary, we are able to deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to Mercer’s clients.

The safety and security of your assets is of critical importance to us, and we also don’t want our transition to an independent firm to be disruptive. We are prepared to work with multiple custodians, so your assets do not need to be transferred. However, we did undertake a rigorous due diligence process to select a preferred custodian, and we have chosen Charles Schwab as our custodian based on their infrastructure, research, technology, and service capabilities. We are incredibly impressed with the measures they take to protect client assets, and we are reassured by their strength, size, and reputation in the industry. One of the largest and most trusted custodian firms in the country, Schwab has generated more than $11 billion in net revenues and administers $3.6 trillion in total client assets. The U.S. government has deemed Charles Schwab one of the country's nine systemically important financial institutions.

The core strategies we use to manage your assets will not change, and of course, our offerings are always customized to your needs. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an open architecture environment.

Once you sign the account opening and transfer documents found in the welcome packet we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete, once submitted to the prior firm. We will monitor your accounts daily for progress and confirm once all assets have transitioned and are posted to your account at Mercer Wealth Management. Once your accounts have transferred, we will work with you to re-establish any recurring payments and other transfers you may currently have.

You will be able to view your assets by accessing the Client Login section on the homepage of this website. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you had been accustomed to. If your assets are custodied at Schwab, you can also install the Schwab app on your phone to view your assets, view activity in your accounts, and perform services such as depositing checks into your accounts.