Mercer Advisors - Rockwall
Toll Free: (888) 920-1320
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Mercer Advisors, formerly known as Lake Point Advisory Group, has served the local area since 2016. We're proud to help families in the Dallas Fort Worth area with their comprehensive wealth management needs.
Deep experience with: Deferred compensation plans, equity compensation plans, tax optimization, wealth transfer, divorce financial planning and complex financial planning.
Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
Tax optimization planning: An integral part of our process, tax strategy is essential to protecting your lifestyle and legacy.
| Year established | 1985 |
| Specialties | Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards |
| Services | Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services |
Featured businesses
1101 Ridge Rd, Suite 238, Rockwall, Texas, 75087
(469) 299-7163
2860 Ridge Rd, , Rockwall, Texas, 75032
(888) 702-4826
2860 Ridge Rd Rockwall, , Rockwall, Texas, 75087
(888) 702-4826