We all know it's important to plan for the future, and sometimes, that future can be just around the corner. It seems we're busier than ever, and life presents many challenges, opportunities and obstacles. More than ever, people are searching for a way to navigate the changing landscape and find their way through a thicket of often competing goals.
At Mercator Wealth Management, we work with you to develop a holistic financial plan customized for your life and your goals. Our mission is to get to know and understand your needs, your wants, your wishes and your long-term goals. We strive to help you develop, implement, and monitor a comprehensive wealth management strategy that's designed specifically for you.
At Mercator Wealth Management, we work with you to develop a holistic financial plan customized for your life and your goals. Our mission is to get to know and understand your needs, your wants, your wishes and your long-term goals. We strive to help you develop, implement, and monitor a comprehensive wealth management strategy that's designed specifically for you.
Services
When it comes to your family's financial well-being, the journey is as important as the destination. At Mercator Wealth Management, we understand that financial decisions aren't made in a vacuum; quite often, a chosen course of action affects other potential goals in profound ways. Save for a child's college education?
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.
Accounts are carried by Pershing LLC, a BNY Securities Group Co., and a subsidiary of the Bank of New York Company, Inc., Raymond James & Associates, Inc., and National Financial Services LLC, members of NYSE/SIPC.These companies provide access to a full range of investment vehicles and research, as well as to global leaders in asset management.
Accounts are carried by Pershing LLC, a BNY Securities Group Co., and a subsidiary of the Bank of New York Company, Inc., Raymond James & Associates, Inc., and National Financial Services LLC, members of NYSE/SIPC.These companies provide access to a full range of investment vehicles and research, as well as to global leaders in asset management.
Phil Peloquin has over 25 years of experience in the financial services industry. Phil leads the team in helping each client clearly identify the goals that are most important to them, and then working to develop a plan to achieve those goals. Phil understands the time is a precious commodity, and so his practice has evolved in a direction intended to create time for his clients.
Over the years, we have found a team approach is an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients as they obtain knowledge from several sources with diverse backgrounds, education, and experience.
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