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.
We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Ready to get in touch? My team and I are here to help.
John Mazzei, CFP®
Regional Vice President
Rockwall
Rockwall
Rockwall Offices Fast Facts & Specialties
- 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.
Meet Our Talented Advisors
Our team is deeply embedded in the Rockwall community and specializes in areas relevant to local residents.