Our Services
Put your future into focus today.
Working with Us
Mercury Wealth Management Group of Wells Fargo Advisors provides a wide array of Wealth Management Services to better serve your needs:
- Advisory Programs
- Annuities
- Estate Investment Planning
- Insurance
- Retirement Planning
- Tax Management Planning
- 401(k) Distribution Options
- Roth Conversion Analysis
- 529 Plans
Working closely with our clients, we provide thoughtful guidance and comprehensive planning designed to support confident decision-making and the long-term preservation of family wealth.
Wells Fargo Advisors does not provide legal or tax advice.
Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Advisory products are not designed for excessively traded or inactive accounts and are not appropriate for all clients. During periods of lower trading activity, client costs might be lower if our compensation was based on commissions. You must have a reasonable basis to believe that the specific program, investment manager or strategy you recommend is appropriate for the particular client based on that client’s investment profile, which takes into account, among other things, the client’s investment objectives, investment experience, time horizon, liquidity needs and risk tolerance. You and your client should carefully review the Wells Fargo Advisors' Advisory Disclosure Document associated with the program for a full description of our services, including fees and expenses and those fees or expenses that may be excluded. The minimum account size for these programs is between $10,000 and $2,000,000 depending on the program or strategy selected. If the program involves mutual funds or exchange-traded funds, your clients should consider that product’s investment objectives, risks, charges and expenses carefully before investing. Prior to recommending and opening advisory program accounts, Financial Advisors must be properly registered in their state of business.
Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
We proactively connect clients with trusted Estate Attorneys and CPAs, coordinate meetings and facilitate meaningful discussions to help ensure all aspects of their financial, tax, and estate planning strategies work together seamlessly. Our team provides ongoing guidance throughout the planning process, helping clients navigate complex decisions while fostering collaboration among key professionals to support their long-term goals, legacy objectives, and overall financial well-being.
Wells Fargo Advisors does not provide legal or tax advice.
Long-term Relationship Focus
- Our service is designed to support multi-generational relationships and evolving financial goals over time.
Family Wealth Approach
- Prioritizing multi-generational planning, aligning investment strategies, estate planning, and education to preserve and grow wealth across generations.
Clear Communication and Relationships
- Strengthening client relationships through ongoing communication, personalized guidance, and legacy-focused advisory.
We cannot overstate the value of our team and the dedication we bring to protecting the generational wealth and lasting legacy our clients have spent a lifetime building. Our mission is to help ensure those assets are preserved and transferred efficiently to the people and causes that matter most.
The PIM Program is a customized portfolio management program geared towards your specific investment goals.
Who may benefit from PIM? Investors who:
- Want a customized investment program based on an active approach to asset allocation
- Prefer a professional manager who can make investment decisions on their behalf
- Are seeking long-term portfolio management through diversification while managing underlying investment costs
- Seek the flexibility to build and maintain a portfolio using a diverse selection of investments
- Value a high level of professional services and personal attention once available to high-net-worth clients
Professional, personalized portfolio management
Your investment account through the PIM program is structured to let your Portfolio Manager make investment decisions on your behalf based on your risk tolerance and financial objectives. When selecting the securities for your portfolio, your Portfolio Manager conducts a detailed analysis of companies, industries, and overall economic conditions. In managing the account, your Portfolio Manager constructs a suitable asset allocation strategy based on their personal investment style. The construction process attempts to maximize returns while minimizing risk to the overall portfolio.
Benefits of a Managed Portfolio
By appointing experienced investment professionals to provide you with sound investment advice, manage your portfolio, and rebalance your investment mix when necessary, you free yourself from the time-consuming task of choosing and actively monitoring your investments. After allocating your investments, your Portfolio Manager manages your portfolio, monitors the markets, and tracks your performance. As part of this process, your Portfolio Manager ensures that your portfolio remains invested in financial instruments most suited to your current needs and objectives.
PIM Program Highlights
- Ability to hold a wide range of asset types within on portfolio, eliminating the need for multiple accounts
- Top-quality portfolio management expertise and personal services that were once available only to high-net-worth clients
- Access to Mercury Wealth Management Group of Wells Fargo Advisors qualified and experienced Financial Advisors to act as your Portfolio Manager
- Program fee (billed quarterly in advance) based on the value of your account rather than traditional trade-based commission charges
To learn more about the PIM program, call your Financial Advisor today.