Mercurio Wealth Advisors

Mercurio Wealth Advisors serves individual clients as well as estates, retirement plans, foundations and institutions, offering discretionary portfolio management, financial planning, and limited-scope consulting. The firm provides ongoing investment supervision and may recommend third‑party money managers or alternative investments when appropriate.

Investment decisions are implemented on a discretionary basis with portfolios allocated among cash, individual stocks, bonds, mutual funds and ETFs and periodically rebalanced; the firm uses third‑party tools such as Nitrogen to quantify client risk tolerance and eMoney for consolidated reporting. Mercurio also provides estate and insurance-related advice as part of its planning services and will coordinate with clients’ other advisors.

Distinctive features disclosed in the brochure include Mercurio’s role as sponsor of the Mercurio Wealth Advisors Wrap Program and its stated arrangements for marketing and media — the firm pays to host a syndicated radio show (“Retirement 360”) and discloses receipt of marketing reimbursements from product sponsors. The firm’s advisers are also licensed insurance agents who may receive commissions for insurance sales, a potential conflict the brochure describes and discloses in its conflict‑of‑interest policies.