Client Center

Welcome to the client center for Mercurio Wealth Advisors. Here you’ll find exclusive resources and tools for
our valued clients.

Client Events

We like to stay in touch with our clients. Here you’ll find a list of our upcoming client events!

  • Monthly Webinar
  • Quarterly Reviews/ New Client Onboarding – Mix-n-Mingle
  • TBA – February, April, July, October
  • AARP Driver’s Course, TBA
  • Churchill Downs Day, TBA
  • Shred Day – May, 2019
  • Pie Give-a-Way, November 2019

Important Client Links

We offer a variety of services and products, which can be a lot to remember. Here are a few documents to help remind you of how we can help. Click the links below to learn more!

  • Client Charter
  • Who We Are
  • Retirement 360 – Planning Checklist
  • 5 Steps to Financial Sustainability
  • MWA Monthly Expense Worksheet
  • What Can I Store With MWA?
  • MWA Privacy Policy

    • Books We Like

    Here at Mercurio Wealth, we like to stay up to date on current events. Click the links below to see reads from some of our favorite financial authors!

    Media

    In addition to reading up on retirement, we like to hear from the brightest minds in the industry. Click the links below for some popular lectures and talks!

    Budgeting Calculators

    We’re committed to providing our clients with the tools to work toward a better retirement. Below, you’ll see a few of our favorite financial calculators for a better estimate of what your current retirement income situation might look like.

    When scrolling through this website, you may encounter hyperlinks to third-party information. This information is provided for informational and/or educational purposes only and not intended to take the place of any law, rule, or regulation, which may be contrary. Although we believe this information to be reliable, we in no way endorse or assure the accuracy and completeness of the information contained within the hyperlink.