Epstein & White

Epstein and White and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life. We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals. The powerful combination of Epstein and White and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.