Let’s Get to Know One Another.

You might be surprised that our initial questions aren’t about what you earn or have in the bank but rather your life’s story and goals.
 
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Simplifying Complex Concerns

MERC Capital is a fiduciary financial services practice helping you achieve your goals using an education-forward, confidence-building approach to your financial strategy. Our local roots and generational perspective enable us to leverage our expertise and effective processes to provide a comprehensive blueprint that works for you.


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Family

Taking the Long-Term View

We employ a long-term approach to financial planning. We believe that time spent developing a genuine rapport with you will enhance the quality of our advice. We offer a full range of financial, legal, and tax services so we can help you build the confidence to navigate changing economic forces as you pursue your ideal financial objectives.

Wells Fargo Advisors Financial Network is not a legal or tax advisor.

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Targeted Strategies for Every Goal

Our complete array of services will meet every challenge you encounter on your financial journey.



Estate Planning Strategies

We are committed to helping you formulate and achieve your desired legacy by simplifying the protection and distribution of your assets.



Retirement Strategies

Our retirement strategy evaluates the resources you have and helps you enhance your preparedness for enjoying your ideal retirement.



Living Trusts

We help develop an understanding of your revocable living trust to grant you control over your assets, allowing easy adjustments and simplifying asset transfer.



Investment Planning

Your goals form the foundation of our personalized investment strategies, designed to help you grow and safeguard your assets for future generations.

Fostering Your Financial Confidence

Our thoughtfully chosen calculators provide you with the chance to advance your financial knowledge, boosting your confidence and expertise in financial decisions.

Working to Address Investment Needs at Each Stage

Our comprehensive range of services is designed to help address any obstacle you may encounter during your financial journey, no matter what situation you are in.



Private-Sector Professionals



We help private-sector professionals plan for their desired financial future as they progress through their careers.



Nearing & Living in Retirement



Planning for a confident retirement is part of an overall approach to financial health. We can help elevate your preparedness.



Federal Employees
& TSPs



We understand the challenges facing federal workers and help them optimize their resources, including Thrift Savings Plans.



City Municipal
Workers



Municipal employees must prepare to withstand unexpected changes in employment while adequately preparing for their future.

Ready To Get Started?

Merc Capital

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CO, DC, DE, FL, GA, NC, NJ, NV, NY, OH, PA, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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