Our Clients

The simple truth is that we work with clients from a wide array of backgrounds and with varying goals, including but not limited to:

• Pre-Retirees

• Post-Retirees

• Business Owners

• Working Professionals

• Widows & Widowers

• Divorcees

• A combination of the above

Our process allows us to understand our client’s goals regardless of background and circumstance, and create and implement a plan truly tailored to them.

Second Opinion Service

To help the people you care about achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of Mercord Wealth Management.