Preserve and Maximize Your Wealth by Establishing the Plan That’s Right for You

As you face the challenge of preserving – and maximizing – your wealth, consider relying on Mercadien’s expertise. Regardless of how much you have in assets, you can feel confident about your short-term and long-term financial security.

Whether you:

  • Are concerned about outliving your savings
  • Want to take another look at your portfolio strategy
  • Seek to plan your estate
  • Are ready to sell your business

You can rely on Mercadien to address your objectives in these core areas:

  • Portfolio management
  • Integrated tax and investment planning
  • Retirement planning
  • Estate and gift planning

Every strategy we create – from investment solutions for your working years to an estate plan that maximizes the asset left behind – is shaped to be an in-depth evaluation of your current and future needs. By keeping in mind your complete financial picture, we create a realistic plan that offers you peace of mind.

Mercadien asset management

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Mercadien Asset Management, LLC (“Mercadien”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser under the U.S. Investment Advisers Act of 1940. Mercadien and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states and/or territories (“states”) in which Mercadien maintains clients. For information pertaining to the registration status of Mercadien, please contact the SEC or the state securities law administrators for those states in which Mercadien maintains a notice filing.