Thank you for visiting Regis Management Company.
We are excited to now be Mercer Advisors.
Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life journey covered.
Joining Mercer Advisors will help enhance your overall client experience and bring new resources and services to our already robust offering.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with Mercer Advisors. Tax preparation and tax filing are a separate fee from our investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.