Wealthcare Asset Management

Mercer Advisors is a premier wealth management firm dedicated to simplifying and enhancing the financial lives of families, offering a comprehensive suite of services that includes financial planning, investment management, tax and estate services, and more. With a unified in-house team of over 360 advisors, the firm provides tailored, institutional-grade portfolios to meet the unique needs of each client. Recognized as the #1 Registered Investment Advisor firm in the nation by Barron's in 2024, Mercer Advisors combines the intimate service of a boutique fiduciary with the robust capabilities of a national firm, ensuring that they always act in the best interest of their clients. With nearly 40 years of experience and $77 billion in client assets, they are committed to fostering deep and lasting relationships with families and individuals alike. Generated from the website

Precept Wealth Management, located in Humble, TX, offers a range of financial services aimed at helping clients achieve their financial goals. The firm specializes in providing personalized investment strategies and educational resources tailored to the unique needs of individuals and employers. Affiliated with Osaic Wealth Inc., Precept Wealth Management operates independently while adhering to industry standards. Their dedication to client service and financial education reflects their commitment to empowering clients in their financial journeys. Generated from the website