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
Philanthropy
Life, Disability and Long-term Care Insurance
Mercator Wealth Management offers a wide range of products and services to their clients.
Raymond James Financial Services provides access to a full range of investment vehicles and research, as well as to global leaders in asset management.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.